Wen-Ti Willy 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

• 04/2011 → 06/2018
  Bank Of America, N.A.
  Dallas, TX
• 04/2011 → 06/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
• 06/2018 → Present
  Morgan Stanley
  Dallas, TX

Previous Registrations

• 2012-05-23 → 2018-06-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dallas, TX
  Dallas, TX
  Dallas, TX
  Fort Worth, TX

Other Businesses

1. Rental Property; Investment related Yes; Mesquite, TX; Rental; Owner (proprietor, partner, officer, director, employee, trustee, agent); Jun 2013 ; During business hours: 0; After business hours: 0

Exams

• S66 Uniform Combined State Law Examination
  2012-05-22
• S63 Uniform Securities Agent State Law Examination
  2000-02-15

Other Names

• Willy Wen-Ti Lee
• Wen-Ti Willy Lee
• Wen-Ti W Lee
• Willy Lee