LW
CFP
LW
CFP
Lee Wells is a CFP-designated registered investment advisor at Morgan Stanley, based in Boca Raton, FL, with 11 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
595 South Federal Highway, Suite 400, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2022Denied
Employment History
Current Registrations
Morgan Stanley
July 2025 - Present · 10 mos
Morgan StanleyBroker
July 2025 - Present · 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2015 - July 2025 · 10 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2015 - July 2025 · 10 yrs 6 mos
State Registrations20 states
ARAZCACTDEFLGAILMAMDMIMONCNJNYOHOKPARITX
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.