Allen Liebb - Morgan Stanley Financial Advisor - New York, NY
Morgan Stanley
Allen Liebb
Consulting Group
First Vice President
Financial Advisor
Senior Investment Management Consultant
1290 Avenue of the Americas
13th Floor
New York, NY 10104
tel: (212) 492-6325
toll-free: (800) 917-9662 
fax: (212) 492-6352

My goal is to thoroughly understand your financial needs and then align the resources to help you meet or exceed them. I can help you evaluate near-term concerns and plan for long-term goals, be a sounding board for investment ideas, assist you in developing and executing a strategy that is precisely your own and helps you meet your needs.

Associations
  • New York City Road Runners Club
Services
  • Estate Planning
  • Asset Management
  • Lending Services
  • Long Term Care Insurance
  • Retirement Planning
  • Education Planning
Education and Licensing
  • Consulting Group University
  • Financial Planning Specialist Designation
  • Series 3 - Commodities
  • Series 7 - NYSE/NASD General License
  • Series 63 - Uniform State Exam
Honors and Recognition
  • Maccabiah Games 2005 Silver Medal Winner- Half-Marathon
Business Experience
  • 1984 - Present: Morgan Stanley*

    First Vice President
    Investment Management Specialist /
    Financial Advisor
    Financial Planning Specialist
    New York City, NY

Bulletin Board
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  • The highest compliment I can receive is the referral of your friends, family and business associates. Please consider sharing this information by forwarding "E-mail This Site to a Friend", or just have them Google search my name.

  • See August On the Markets from the Global Investment Committee featuring

    • "What Lies Beneath" Michael Wilson, chief investment officer of Morgan Stanley Wealth Management, says the US stock market’s “weak breadth” has many market pundits worried about the next big downturn. Wilson explains that this condition can last for years as the overall market rises at a slower pace, making it imperative to look at what lies beneath the surface in order to make money consistently.

    • "The Dragon and the Elephant" China and India attract investors because together they account for nearly 40% of the world’s population. To invest in China, investors need to be selective; in India, they need to be patient. Sachin Manchanda and Katy Zhao, equity strategists at Morgan Stanley Wealth Management, explain it all.

    • "Why Gold Remains Stuck in a Bear Market" With the Federal Reserve and other central banks working to create inflation, why is gold, a traditional inflation hedge, trading near its five-year low? Lisa Shalett, head of investment and portfolio strategies for Morgan Stanley Wealth Management, says it has to do with a slump in commodities overall—and anticipation of a Fed rate hike later this year.

    Plus, look for more on equities and bonds, and a question-and-answer session with a veteran investment strategist who is an expert on China.

Allen Liebb holds the following registrations:
Securities Agent: CA, CT, FL, GA, IL, LA, MA, MO, NC, NJ, NY, OH, PA, RI, VA, WA, WV; General Securities Representative; Investment Advisor Representative; Transactional Futures/Commodities; Managed Futures

NMLS#: 1262096

This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
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*References to length of service at Morgan Stanley include years at Morgan Stanley and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
The securities/instruments, investments and investment strategies discussed in this material may not be suitable for all investors. The appropriateness of a particular investment or investment strategy will depend on an investor's individual circumstances and objectives. The views and opinions expressed on this website do not necessarily reflect those of Morgan Stanley.
Awards Disclosures

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