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Sabrina Kay Lee

Morgan Stanley

New York, NY

Hoboken, NJ

CRD 4794067

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-06-16
TX RA APPROVED_RES 2020-05-04
NJ RA APPROVED 2013-10-16
  • NY RA
    APPROVED
    Since 2021-06-16
  • TX RA
    APPROVED_RES
    Since 2020-05-04
  • NJ RA
    APPROVED
    Since 2013-10-16

Branch Locations

1 New York Plaza 16Th Floor, New York, NY 10004 • United States

Hoboken, NJ • 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 New York NY 06/2013 Present
  • 06/2013 → Present
    Morgan Stanley Smith Barney Llc
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-18
  • S66 Uniform Combined State Law Examination
    2011-02-18
Other Names
  • Sabrina Lee

View on SEC IAPD

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