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Michelle Lee

27 Years of Experience
Sugar Land, TX
Broker

Michelle Lee is a registered investment advisor at Morgan Stanley, based in Sugar Land, TX, 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

16554 Creek Bend Drive, Suite 100, Sugar Land, TX, 77478

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michelle is a sole proprietor/owner of a real estate business since 2012. She spends minimal time on this activity after business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2009 - Present · 17 yrs 1 mo
Morgan Stanley
June 2009 - Present · 17 yrs 1 mo
Previous Registrations
Citigroup Global Markets INC.
January 2008 - June 2009 · 1 yr 5 mos
Citigroup Global Markets INC.Broker
November 2007 - June 2009 · 1 yr 7 mos
Chase Investment Services CORP.
March 1999 - November 2007 · 8 yrs 8 mos
Chase Investment Services CORP.Broker
March 1999 - November 2007 · 8 yrs 8 mos
Chase Securities of Texas, INC.Broker
October 1998 - March 1999 · 5 mos
State Registrations33 states
ALAZCACOCTDEFLGAIAILINKSKYLAMAMDMNMOMSNCNHNJNMNYOHOKORPATNTXUTVAWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.