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 Strategies
  • Asset Management
  • Access to 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
  • Access your accounts by clicking on Log In To Your Portfolio. While you are there, enroll in E-Delivery and help save some trees!

  • Now is the time to start planning ahead for the potential costs of long-term care. Contact us to discuss ways to protect you and your family from one of the biggest threats to your standard of living.

  • To see timely market recap, see Cash Market Rates Snapshot.

Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck.

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.
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. 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.
Morgan Stanley Smith Barney LLC is a registered Broker/Dealer, Member SIPC, and not a bank. Where appropriate, Morgan Stanley Smith Barney LLC has entered into arrangements with banks and other third parties to assist in offering certain banking related products and services.
Investment, insurance and annuity products offered through Morgan Stanley Smith Barney LLC are: NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED | NOT A BANK DEPOSIT | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY
Morgan Stanley Smith Barney LLC offers insurance products in conjunction with its licensed insurance agency affiliates.

Life insurance, disability income insurance, and long-term care insurance are offered through Morgan Stanley Smith Barney LLC's licensed insurance agency affiliates.
Awards Disclosures

pp:3128 mp: 2281