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Allison A Lee

Morgan Stanley

Cupertino, CA

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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-07-25
CA RA APPROVED 2025-07-11
  • TX RA
    APPROVED
    Since 2025-07-25
  • CA RA
    APPROVED
    Since 2025-07-11

Branch Locations

20400 Stevens Creek Boulevard Suite 350, Cupertino, CA 95014 • 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 Cupertino CA 01/2025 Present
Americans For Cures Palo Alto CA 06/2022 08/2022
City Of Mountain View Recreation Mountain View CA 05/2018 05/2020
Uc Berkeley Berkeley CA 08/2020 08/2024
Los Altos High School Los Altos CA 08/2016 06/2020
Optimlaize Inc Los Altos CA 06/2024 01/2025
  • 01/2025 → Present
    Morgan Stanley
    Cupertino, CA
  • 06/2022 → 08/2022
    Americans For Cures
    Palo Alto, CA
  • 05/2018 → 05/2020
    City Of Mountain View Recreation
    Mountain View, CA
  • 08/2020 → 08/2024
    Uc Berkeley
    Berkeley, CA
  • 08/2016 → 06/2020
    Los Altos High School
    Los Altos, CA
  • 06/2024 → 01/2025
    Optimlaize Inc
    Los Altos, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-11
  • S66 Uniform Combined State Law Examination
    2025-07-11
Other Names
  • Allie Lee

View on SEC IAPD

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Other Offices

CHARLES SCHWAB & CO., INC. · Cupertino, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CUPERTINO, CA
CITIGROUP GLOBAL MARKETS INC. · CUPERTINO, CA
EVEREST PRIVATE WEALTH · CUPERTINO, CA
AIMTOP ADVISORS, LLC · CUPERTINO, CA
AKRISH FINANCIAL ADVISORY · CUPERTINO, CA
FV ADVISORS LLC · CUPERTINO, CA
MINOVA CAPITAL LLC · CUPERTINO, CA

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