Brian Barnes 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

• 08/2017 → 07/2020
  Morgan Stanley Smith Barney Llc
  Irvine, CA
• 08/2015 → 08/2017
  The College Of William And Mary
  Williamsburg, VA
• 11/2017 → 07/2020
  Morgan Stanley Private Bank, N.A.
  New York, NY
• 11/2020 → 06/2022
  Dunham & Associates Investment Counsel, Inc.
  San Diego, CA
• 07/2020 → 10/2020
  Unemployed
  San Diego, CA
• 06/2022 → Present
  Morgan Stanley Smith Barney Llc
  Irvine, CA
• 06/2022 → Present
  Morgan Stanley Private Bank, N.A.
  New York, NY

Previous Registrations

• 2020-12-16 → 2022-06-03
  Dunham
  San Diego, CA
  San Diego, CA
  San Diego, CA
• 2017-11-10 → 2020-07-15
  Morgan Stanley
  Irvine, CA

Exams

• S66 Uniform Combined State Law Examination
  2017-11-10