Morgan Stanley
47yrs
Top advisor by experience in New York
21yrs
Liliann Stafford
Financial advisor at Morgan Stanley
Liliann Stafford has worked in the financial industry for 21 years and is a financial advisor based in New York, New York. Liliann has been with Morgan Stanley since 2020. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
At a glance
Experience21 years (since 2005)
How that compares ?More experience than 71% of advisors in New York
OfficeOne Penn Plaza 43rd Floor, New York, NY 10119
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2020 – nowMorgan StanleyCurrent firm
Contact Liliann
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Liliann. One Penn Plaza 43rd FloorNew York, NY 10119Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Liliann
Tailored to Liliann’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Liliann
How do I contact Liliann?
Call Morgan Stanley at (914) 225-5510 and ask for Liliann Stafford. Liliann works from the New York, NY office.
How long has Liliann been a financial advisor?
Liliann has been in the industry since 2005, about 21 years. More experience than 71% of advisors in New York.
What licenses does Liliann hold?
Series 63. Tap any license on this page to see what it allows.
Is Liliann a fiduciary?
Liliann is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Liliann paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Liliann for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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