Elif Lee is a registered investment advisor at Morgan Stanley, based in Bellevue, WA, with 25 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
500 108th Avenue, North East, Suite 1900, Bellevue, WA, 98004
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Regulatory History (1)
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Customer Dispute
August 2002Closed-No Action
Other Business Activities
Elif is a sole proprietor/owner of Elif Lee Executive & Life Coaching since April 2021, providing life coaching and consulting services. This takes about 10-20% of Elif's time after business hours.
Employment History
Current Registrations
Morgan Stanley
September 2015 - Present · 10 yrs 8 mos
Morgan StanleyBroker
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 1999 - August 2014 · 15 yrs 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 1999 - August 2014 · 15 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.