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Eric Yizheng Lee

Morgan Stanley

Menlo Park, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-11-17
TX RA APPROVED_RES 2022-11-17
  • CA RA
    APPROVED
    Since 2022-11-17
  • TX RA
    APPROVED_RES
    Since 2022-11-17

Branch Locations

2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • 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
Jp Morgan Securities Llc San Francisco CA 01/2016 11/2016
Jp Morgan Chase Bank San Francisco CA 01/2016 11/2016
Citigroup San Francisco CA 11/2016 09/2019
First Republic Investment Management, Inc San Francisco CA 10/2019 10/2022
First Republic Securities Company, Llc San Francisco CA 10/2019 10/2022
Morgan Stanley Menlo Park CA 10/2022 Present
  • 01/2016 → 11/2016
    Jp Morgan Securities Llc
    San Francisco, CA
  • 01/2016 → 11/2016
    Jp Morgan Chase Bank
    San Francisco, CA
  • 11/2016 → 09/2019
    Citigroup
    San Francisco, CA
  • 10/2019 → 10/2022
    First Republic Investment Management, Inc
    San Francisco, CA
  • 10/2019 → 10/2022
    First Republic Securities Company, Llc
    San Francisco, CA
  • 10/2022 → Present
    Morgan Stanley
    Menlo Park, CA
Previous Registrations
  • 2019-10-07 → 2022-10-27
    J.P. Morgan Private Wealth Advisors Llc
    San Francisco, CA
  • 2017-06-05 → 2019-11-06
    Citigroup Global Markets Inc.
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-06-05
S63 Uniform Securities Agent State Law Examination 2016-03-24
  • S66 Uniform Combined State Law Examination
    2017-06-05
  • S63 Uniform Securities Agent State Law Examination
    2016-03-24
Other Names
  • Ming Li

View on SEC IAPD

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Other Offices

SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
TRIPLEPOINT ADVISERS LLC · MENLO PARK, CA
MENLO EQUITIES · MENLO PARK, CA
MAKENA CAPITAL MANAGEMENT, LLC · MENLO PARK, CA
MORGAN STANLEY · Menlo Park, CA
MORGAN STANLEY · Menlo Park, CA
MORGAN STANLEY · Menlo Park, CA
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