Elizabeth Lee is a registered investment advisor at Morgan Stanley, based in Palm Beach Gardens, FL, 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
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Assets Under Management
Fee Structure
Location
3801 PGA Boulevard, Suite 700, Palm Beach Gardens, FL, 33410
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth is a trustee for the Margaret and Daniel Lee Family Trust in Long Island City, NY, dedicating minimal time to this activity. She is also involved with a trust in Jupiter, FL since December 2020, spending minimal time outside of business hours.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Citigroup Global Markets INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations17 states
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