Isabelle D 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

• 07/2025 → Present
  Morgan Stanley
  Sugar Land, TX
• 12/2024 → 08/2025
  Gao Dental
  Missouri City, TX
• 05/2022 → 08/2022
  Sugar Land Swim School
  Sugar Land, TX
• 05/2021 → 08/2021
  Sugar Land Swim School
  Sugar Land, TX
• 02/2021 → 05/2021
  Corpus Choice Pain Management
  Corpus Christi, TX
• 08/2020 → 12/2023
  Texas A&M University
  College Station, TX
• 08/2015 → 05/2019
  Clements High School
  Sugar Land, TX
• 05/2019 → 08/2020
  N/A
  Sugar Land, TX
• 01/2024 → 12/2024
  N/A
  Sugar Land, TX

Exams

• S66 Uniform Combined State Law Examination
  2025-09-02