Matthew Neil Liebman

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1999 → 10/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miami, FL
• 12/2009 → 10/2024
  Bank Of America, N.A.
  Miami, FL
• 10/2024 → Present
  Morgan Stanley Smith Barney Llc
  Boca Raton, FL
• 10/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 1999-12-17 → 2024-10-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Coral Gables, FL
  Coral Gables, FL
  Miami, FL
  Boca Raton, FL
  Boca Raton, FL
  Miami, FL
  Boca Raton, FL
  Coral Gables, FL
  Boca Raton, FL
  Boca Raton, FL

Other Businesses

(2) SoFlo Ski Bunnies, LLC / Non-Investment Related / Boynton Beach, FL / LLC / Manager - Member (2 members, my wife and I) / Start 25-September-2017 / 2 hours devoted monthly / 0 during trading hours / The purpose of the corporate entity is to hold rental property for liability purposes. I will be the managing member. My responsibilities are to pay the fees and expenses associated with maintaining the condo, and filing and paying annual taxes. (3) Harvey Harris Revocable Trust / Boynton Beach, FL / Non-Investment Related / Start 05-January-2029 / 0 hours devoted monthly / 0 during trading hours (4) Triple R Trading / Boca Raton, FL / Non-Investment Related / Owner / Start 01-April-2013 / 2 hours devoted monthly / 0 during trading hours / tactical gear and equipment. *615742 - Triple R Trading; Investment Related - Yes; Boca Raton, Florida; Firearms, Other; Officer, Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2013; During Business Hours: 0; After Business Hours: 2; Administrative. *656094- Vail Beachfront Properties LLC; Investment related: Yes; Boca Raton, Florida; Rental Property; Managing Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 1;Check Signing/Funds Disbursements

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-01-10
• S63 Uniform Securities Agent State Law Examination
  1999-07-06

Other Names

• Matthew N Liebman