Lee Michael Morrison

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 08/2008 → Present
  Primerica Financial Services
  Miami, FL
• 03/2011 → 01/2021
  Pfs Investments Inc
  Miami, FL
• 01/2021 → 01/2024
  Woodbury Financial Services Inc
  Delray Beach, FL
• 01/2024 → Present
  Osaic Wealth, Inc.
  North Miami Beach, FL

Previous Registrations

• 2021-01-21 → 2024-01-19
  Woodbury Financial Services, Inc.
  Aiken, SC
  North Miami Beach, FL

Other Businesses

1. GENTLEMEN'S JOURNAL POSITION: Member NATURE: Gentlemen's Journal LLC is a men's business mastermind and referral networking group. We exchange business ideas with one another and grow personal & referral relationships. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 5 START DATE: 02/01/2016 ADDRESS: 1150 NW 72ND AVENUE, Suite 405, Miami FL 33126, United States DESCRIPTION: As a member of Gentlemen's Journal, I attend two monthly meetings on Fridays from 2:00 - 5:00 PM. We discuss varying topics on business, exchanging ideas on how to improve as businessmen and leaders. 2. PS FINANCIAL SERVICES LLC POSITION: Mortgage Loan Originator NATURE: PS Financial Services LLC, dba PS Mortgage Lending, is a licensed mortgage lender and broker in Florida, Texas, and Virginia. NMLS968090. INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 01/21/2021 ADDRESS: 9480 SW 77th Ave, Miami FL 33156, United States DESCRIPTION: I originate residential mortgages for purchases and refinances. 3. MIAMI WIND SYMPHONY POSITION: Chairman of the Board NATURE: 501C(3) nonprofit entity. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2021 ADDRESS: 16795 NW 86th Ct, Miami Lakes FL 33016, United States DESCRIPTION: I serve as the Chairman of the Board of Directors, helping the organization to plan concerts and educational outreach activities. 4. CORNERSTONE PRIVATE ADVISORS, LLC POSITION: Investment Adviser Representative NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 136 START DATE: 01/21/2021 ADDRESS: 16795 NW 86th Ct, Miami Lakes FL 33016, United States DESCRIPTION: Cornerstone Private Advisors LLC is the name under which I conduct my Osaic Wealth business. It is owned by my FLS & Principal, James Gilbert. 5.CHRYSANTHEMUM REAL ESTATE HOLDINGS LLC POSITION: President NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/25/2025 ADDRESS: 16795 NW 86th Ct, Miami Lakes FL 33016, United States DESCRIPTION: I own a house that I rent to my inlaws.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-01-15
• S63 Uniform Securities Agent State Law Examination
  2016-11-23

Other Names

• Lee Morrison