Nicole Lee is a registered investment advisor at Morgan Stanley, based in Boca Raton, 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
4855 Technology Way, Suite 600, Boca Raton, FL, 33431
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nicole serves as a trustee/co-trustee or POA for multiple trusts. These activities are investment-related and require minimal time commitment.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
Wm Financial Services, INC.Broker
Newport Discount Brokerage, INC.Broker
State Registrations39 states
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