Joshua Lee is a registered investment advisor at Morgan Stanley, based in Sugar Land, TX, with 15 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
16554 Creek Bend Drive, Suite 100, Sugar Land, TX, 77478
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Joshua is the owner of SDG Partners, LLC, which buys and rents residential properties for asset protection. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Invesco Advisers, INC.
Invesco Distributors, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations33 states
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