Joshua Ching 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

• 06/2011 → 08/2025
  Invesco Distributors, Inc.
  Houston, TX
• 09/2025 → Present
  Morgan Stanley
  Sugar Land, TX
• 09/2025 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2011-07-21 → 2025-09-02
  Invesco Advisers, Inc.
  Atlanta, GA
  Houston, TX
  Bellaire, TX

Other Businesses

*659656 - SDG Partners, LLC; Investment related: Yes; Houston, Texas; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2017; During business hours: 0; After business hours: 8; Property Management *662483 - Rental Property; Investment related: Yes; Houston, Texas; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2018; During business hours: 0; After business hours: 8; Property Management *662484 - Rental Property; Investment related: Yes; Houston, Texas; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0; After business hours: 8; Property Management

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-07-18
• S63 Uniform Securities Agent State Law Examination
  2010-07-08

Other Names

• Josh Lee