Karla Lee is a registered investment advisor at Morgan Stanley, based in San Mateo, CA, with 6 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
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Fee Structure
Location
411 Borel Avenue, Suite 220, San Mateo, CA, 94402
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karla owns rental real estate property since 2021. She also serves on the Advisory Board at the University of San Francisco, dedicating minimal time during business hours and a few hours per week after hours to advising MBA students.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
State Registrations53 states
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