Robyn Lee is a registered investment advisor at Morgan Stanley, based in Marlton, NJ, with 28 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
303 Lippincott Drive, Suite 300, Marlton, NJ, 08053
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
January 2017 - Present · 9 yrs 6 mos
Morgan StanleyBroker
December 2015 - Present · 10 yrs 7 mos
Previous Registrations
Credit Suisse Securities (USA) LLCBroker
January 2003 - December 2015 · 12 yrs 11 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
May 2000 - January 2003 · 2 yrs 8 mos
Salomon Smith Barney INC.Broker
July 1998 - September 1999 · 1 yr 2 mos
Advest, INC.Broker
February 1997 - June 1998 · 1 yr 4 mos
State Registrations47 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.