Adoree Lee is a registered investment advisor at Morgan Stanley, based in San Jose, CA, with 17 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
225 West Santa Clara Street, Suite 900, San Jose, CA, 95113
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Morgan Stanley
December 2025 - Present · 5 mos
Morgan StanleyBroker
December 2025 - Present · 5 mos
Previous Registrations
Rockefeller Capital Management
April 2024 - December 2025 · 1 yr 8 mos
Rockefeller Financial LLCBroker
April 2024 - December 2025 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2009 - April 2024 · 15 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2009 - April 2024 · 15 yrs 3 mos
Morgan Stanley & CO. IncorporatedBroker
March 2008 - August 2008 · 5 mos
State Registrations43 states
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AdvisorBrokerBoth
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Exams
No exam information available for this advisor.