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Barry Jacob Gottlieb

Morgan Stanley

Sea Girt, NJ

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-08-16
NJ RA APPROVED 2010-09-02
  • TX RA
    APPROVED_RES
    Since 2022-08-16
  • NJ RA
    APPROVED
    Since 2010-09-02

Branch Locations

2150 Highway 35 Suite 200, Sea Girt, NJ 08750 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Sea Girt NJ 07/2010 Present
Morgan Stanley Private Bank, N.A. New York NY 01/2015 Present
  • 07/2010 → Present
    Morgan Stanley Smith Barney Llc
    Sea Girt, NJ
  • 01/2015 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-09-01
S63 Uniform Securities Agent State Law Examination 2007-09-13
  • S66 Uniform Combined State Law Examination
    2010-09-01
  • S63 Uniform Securities Agent State Law Examination
    2007-09-13
Other Names
  • Barry J Gottlieb
  • Barry Gottlieb
  • Barry Gottlieb

View on SEC IAPD

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Other Offices

COMMONWEALTH FINANCIAL NETWORK · Sea Girt, NJ
LPL FINANCIAL LLC · SEA GIRT, NJ
FIREWEED VENTURES MANAGEMENT, LLC · SEA GIRT, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MANASQUAN, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Manasquan, NJ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MANASQUAN, NJ
LPL ENTERPRISE, LLC · MANASQUAN, NJ
KINGSWOOD WEALTH ADVISORS, LLC · Wall, NJ

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