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Lee Burklow

27 Years of Experience
Nashville, TN
1 DisclosureBroker

Lee Burklow is a registered investment advisor at Morgan Stanley, based in Nashville, TN, with 27 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

3102 West End Avenue, Suite 200, Nashville, TN, 37203

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History

Regulatory History (1)
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Customer Dispute
October 2003
Denied
Other Business Activities

Lee is the owner of Safe Storage of Tennessee Inc. and is involved with multiple real estate and investment-related partnerships, including High Forest Properties LLC, Downey Springs LLC, 610 Buffalo Road Hohenwald TN, 204 Clydeston LLC, and High Forest Holdings. Lee also serves as a board member for M.A.D. Mavericks Baseball Organization.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Morgan Stanley & CO. Incorporated
April 2007 - June 2009 · 2 yrs 2 mos
Morgan Stanley & CO. IncorporatedBroker
April 2007 - June 2009 · 2 yrs 2 mos
Citigroup Global Markets INC.
April 2004 - May 2007 · 3 yrs 1 mo
Citigroup Global Markets INC.Broker
May 1998 - May 2007 · 9 yrs
State Registrations37 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.