Perry Lee is a registered investment advisor at Morgan Stanley, based in Morristown, NJ, with 42 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B
Fee Structure
Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location
340 Mount Kemble Avenue, Morristown, NJ, 07960
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Regulatory History (7)
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Customer Dispute
July 2018Denied
Customer Dispute
December 2016Denied
Customer Dispute
February 2003Denied
Regulatory
June 1996Final
Customer Dispute
May 1995Settled
Customer Dispute
November 1994Settled
Customer Dispute
July 1994Award / Judgment
Other 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 StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
November 2007 - June 2009 · 1 yr 7 mos
Citigroup Global Markets INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
Morgan Stanley & CO., Incorporated
April 2007 - November 2007 · 7 mos
Morgan Stanley & CO., IncorporatedBroker
April 2007 - November 2007 · 7 mos
Morgan Stanley
September 2004 - April 2007 · 2 yrs 7 mos
Morgan Stanley Dw INC.Broker
January 1984 - April 2007 · 23 yrs 3 mos
State Registrations34 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.