Barry Gottlieb, financial advisor New Brunswick NJ
93 score

Barry Gottlieb

CRD Number: 4432036
Current Firm: Morgan Stanley

Barry Gottlieb (CRD# 4432036) is an Investment Advisor Representative working at Morgan Stanley in New Brunswick, NJ and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Current 1
Morgan Stanley Smith Barney New Brunswick, NJ Jul 2010 - Current 6
Merrill Lynch, Pierce, Fenner & Smith Incorporated Bridgewater, NJ Oct 2009 - Jul 2010 < 1
Bank Of America N.a. Bridgewater, NJ Jul 2005 - Jul 2010 5
Banc Of America Investment Services, Inc. South Plainfield, NJ Aug 2007 - Oct 2009 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2007
S66 NASAA Uniform Combined State Law Examination Sep 2010
Contact Info for Barry J. Gottlieb
Phone Number: 914-225-5510
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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