Andrew N 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

• 06/2009 → Present
  Morgan Stanley
  New York, NY

Other Businesses

Rental Property; Investment related; Rental; Sole Proprietor / Owner / Partner; 01/2015; Property Management; 0, 1 *612417- Sessions Payroll Management, Inc. for a Netflix Productions, LLC.; Investment related: No; Burbank, California; Art/Culture; Employee (proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 22.6; Labor/Service

Exams

• S66 Uniform Combined State Law Examination
  2009-10-15

Other Names

• Andrew Lee