Tremelle E Lester

CRD 8065328

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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:

Current Employers

Morgan Stanley

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-12-17
GA	RA	APPROVED	2025-11-06

TX RA
APPROVED

Since 2025-12-17
GA RA
APPROVED

Since 2025-11-06

Branch Locations

3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • 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	Atlanta	GA	04/2025	Present
Silicon Valley Bank/First Citizens Bank	Irvine	CA	04/2022	10/2024
Unemployed	Atlanta	GA	10/2024	04/2025
Attentive Mobile	New York	NY	08/2021	04/2022
Georgetown University	Washington	DC	08/2017	05/2021
Dutchtown High School	Hampton	GA	08/2013	05/2017

04/2025 → Present

Morgan Stanley

Atlanta, GA
04/2022 → 10/2024

Silicon Valley Bank/First Citizens Bank

Irvine, CA
10/2024 → 04/2025

Unemployed

Atlanta, GA
08/2021 → 04/2022

Attentive Mobile

New York, NY
08/2017 → 05/2021

Georgetown University

Washington, DC
08/2013 → 05/2017

Dutchtown High School

Hampton, GA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-04

S66 Uniform Combined State Law Examination

2025-11-04

Other Names

Mellie Lester

View on SEC IAPD

More in Atlanta, GA

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