Huan-Bin Eric Lee

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

• 05/2009 → 11/2016
  Wells Fargo Advisors Llc
  Seal Beach, CA
• 11/2016 → 07/2021
  Wells Fargo Clearing Services, Llc
  Seal Beach, CA
• 07/2021 → Present
  Morgan Stanley Smith Barney Llc
  Brea, CA
• 07/2021 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2008-12-09 → 2021-07-15
  Wells Fargo Clearing Services, Llc
  El Segundo, CA
  Seal Beach, CA
  Huntington Beach, CA
  Los Angeles, CA
  Seal Beach, CA
  Irvine, CA
  Newport Beach, CA
  Garden Grove, CA
  Irvine, CA
  Irvine, CA
• 2000-05-10 → 2008-12-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Brea, CA
  Brea, CA

Exams

• S66 Uniform Combined State Law Examination
  2000-04-24

Other Names

• Eric Lee