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Bria Lee

9 Years of Experience
Lutherville, MD
Broker

Bria Lee is a registered investment advisor at Morgan Stanley, based in Lutherville, MD, with 9 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

2330 West Joppa Road, Suite 255, Lutherville, MD, 21093

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Bria is a partner at nTunes Homes LLC, a real estate business in Baltimore, Maryland. She spends about 10-20% of her time on this investment-related activity after business hours.

Employment History
Current Registrations
Morgan Stanley
January 2018 - Present · 8 yrs 6 mos
Morgan StanleyBroker
January 2018 - Present · 8 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2016 - October 2017 · 1 yr 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2016 - October 2017 · 1 yr 7 mos
State Registrations46 states
ALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSNCNENHNJNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.