Perry Lee is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 42 years of industry experience. Perry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Retirement Planning. Their firm serves 2,703,720 clients with $2000B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Morgan Stanley Smith Barney LLC charges a fee for its consulting services, which is generally payable quarterly in advance. The maximum fee for the services is $500,000, and fees are negotiable between the client and their private wealth advisor.
Location
340 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History (7)
Customer Dispute
July 2018Customer Dispute
December 2016Customer Dispute
February 2003Regulatory
June 1996Customer Dispute
May 1995Customer Dispute
November 1994Customer Dispute
July 1994Other Business Activities
Perry is a trustee of the Lee Family Trust, a non-investment related activity. He spends no time on this activity.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Morgan Stanley & CO., Incorporated
Morgan Stanley & CO., IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations34 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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