Keoni H Lee

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2017-02-15
HI	RA	APPROVED	2014-05-17

TX RA
APPROVED_RES

Since 2017-02-15
HI RA
APPROVED

Since 2014-05-17

Branch Locations

733 Bishop Street Suite 2800, Honolulu, HI 96813 • United States

4370 Kukui Grove St Suite 111, Lihue, HI 96766 • 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

Organization	City	State	From	To
Morgan Stanley Smith Barney Llc	Honolulu	HI	01/2012	Present
Morgan Stanley Private Bank, N.A.	New York	NY	02/2017	Present

01/2012 → Present

Morgan Stanley Smith Barney Llc

Honolulu, HI
02/2017 → Present

Morgan Stanley Private Bank, N.A.

New York, NY

Other Businesses

*582102- Rental Property; Investment related: Yes; Honolulu, Hawaii; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 10; Property Management

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-05-16

S66 Uniform Combined State Law Examination

2014-05-16

View on SEC IAPD

Current Employers

Morgan Stanley

Disclosures

Employment History

Other Businesses

Exams

Other Firms

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