Grant Lee is a registered investment advisor at Morgan Stanley, based in San Francisco, CA, with 41 years of industry experience. Grant 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
555 California Street, 35th Floor, San Francisco, CA, 94104
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Regulatory History (1)
Customer Dispute
June 2002Other 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
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Franklin Distributors, INC.Broker
State Registrations50 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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