Tristan R 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

• 07/2026 → Present
  Morgan Stanley
  New York, NY
• 06/2025 → 08/2025
  Morgan Stanley
  New York, NY
• 06/2024 → 08/2024
  Morgan Stanley
  Manhattan, NY
• 08/2021 → 12/2025
  Cornell
  Ithaca, NY
• 09/2017 → 05/2021
  Mamaroneck High School
  Mamaroneck, NY
• 09/2015 → 09/2017
  Hommocks Middle School
  Mamaroneck, NY
• 06/2020 → 08/2020
  Larchmont Yacht Club
  Larchmont , NY
• 06/2022 → 08/2022
  Larchmont Yacht Club
  Larchmont, NY
• 06/2021 → 08/2021
  Larchmont Yacht Club
  Larchmont, NY
• 06/2019 → 08/2019
  Larchmont Yacht Club
  Larchmont, NY
• 06/2018 → 08/2018
  Rw Cutler Bike Rentals
  Edgartown, MA
• 06/2023 → 08/2023
  Wine Enthusiast
  Valhalla, NY
• 01/2026 → 06/2026
  Unemployed
  Larchmont, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-08-10
• S63 Uniform Securities Agent State Law Examination
  2026-07-28