Terri Lee Lane

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2010 → 11/2022
  Morgan Stanley Smith Barney
  West Lake Village, CA
• 01/2015 → 11/2022
  Morgan Stanley Private Bank, National Association
  New York, NY
• 11/2022 → Present
  Wells Fargo Clearing Services, Llc
  Westlake Village, CA
• 03/2018 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2010-09-14 → 2022-11-29
  Morgan Stanley
  Westlake Village, CA
• 2001-07-18 → 2010-09-16
  Ubs Financial Services Inc.
  Woodland Hills, CA
  Woodland Hills, CA
  Westlake Village, CA
  Westlake Village, CA
  Weehawken, NJ

Other Businesses

ESTATE OF HOWARD AND DONNA LEE TRUST; INV RELATED; WESTLAKE VILLAGE, CA; CO-EXECUTOR; START DATE 08/17/2024; 2 HOURS PER MONTH; 0 HOURS DURING TRADING

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-05-19
• S63 Uniform Securities Agent State Law Examination
  1992-04-16

Other Names

• Terri Jean Lee
• Terri Lee Lane
• Terri L Lane
• Lee Terri Lane