Best Investors Account Sign in

Seth Gerald Lee

Morgan Stanley

New York, NY

CRD 7771665

Claim This Profile
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:

Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-02-07
NY RA APPROVED 2025-01-27
  • TX RA
    APPROVED
    Since 2025-02-07
  • NY RA
    APPROVED
    Since 2025-01-27

Branch Locations

55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley New York NY 07/2023 Present
Fordham University New York NY 09/2021 05/2024
Comcast Nbcuniversal Philadelphia PA 06/2019 08/2019
Ebny Financial New York NY 09/2022 12/2022
Hoop Group New York NY 06/2022 08/2022
Tennessee Logistics Inc. Nashville TN 06/2021 06/2021
Fordham University New York NY 09/2020 05/2024
Morning Star Christian Academy New York NY 01/2014 05/2020
Unemployed New York NY 06/2020 08/2020
  • 07/2023 → Present
    Morgan Stanley
    New York, NY
  • 09/2021 → 05/2024
    Fordham University
    New York, NY
  • 06/2019 → 08/2019
    Comcast Nbcuniversal
    Philadelphia, PA
  • 09/2022 → 12/2022
    Ebny Financial
    New York, NY
  • 06/2022 → 08/2022
    Hoop Group
    New York, NY
  • 06/2021 → 06/2021
    Tennessee Logistics Inc.
    Nashville, TN
  • 09/2020 → 05/2024
    Fordham University
    New York, NY
  • 01/2014 → 05/2020
    Morning Star Christian Academy
    New York, NY
  • 06/2020 → 08/2020
    Unemployed
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-25
  • S66 Uniform Combined State Law Examination
    2025-01-25
Other Names
  • Seth G Lee

View on SEC IAPD

More in New York, NY

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor