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Grant Lee is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 40 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
555 California Street, 35th Floor, San Francisco, CA, 94104
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Regulatory History (1)
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Customer Dispute
June 2002Award / Judgment
Other Business Activities
Grant is a managing member of DWS Partners LLC, a real estate company, and serves in a successor role for a trust. He also dedicates minimal time to the Menlo Park Atherton Education Foundation and other trusts.
Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
July 1997 - June 2009 · 11 yrs 11 mos
Citigroup Global Markets INC.Broker
July 1993 - June 2009 · 15 yrs 11 mos
Lehman Brothers INC.Broker
February 1987 - July 1993 · 6 yrs 5 mos
Franklin Distributors, INC.Broker
April 1985 - January 1987 · 1 yr 9 mos
State Registrations50 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.