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

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.
Morgan Stanley reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. Morgan Stanley will not accept purchase or sale orders via any Internet site, social media site and/or its messaging systems. Morgan Stanley does not endorse and is not responsible and assumes no liability for content, products or services posted by third-parties on any Internet site, social media site and/or its messaging systems. All electronic communications are subject to terms available at the following link: http://www.morganstanley.com/disclaimers/mssbemail.html. Any profiles and associated content are for U.S. residents only
*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. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.  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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