Sabrina
Lee

Morgan Stanley

CRD#4794067
Investment Advisor
in New York, NY
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About this Advisor

Sabrina Lee is a financial advisor operating out of New York, New York, who has been in the advisory business for 16 years. Lee currently works for Morgan Stanley. Throughout their career, Lee has worked at Ubs Financial Services and Morgan Stanley Smith Barney. Lee has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to work in New Jersey. Morgan Stanley is a financial advisory business headquartered in New York, New York. The investment advisory business has offices in 702 locations and a total of 26,000 advisors. It manages $735 billion in assets under management among its 1,724,668 accounts, making it one of the biggest firms in the nation by assets under management. The firm serves 283 charitable organizations. Morgan Stanley provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial management fee schedules typically depend on which services the firm provides the client. Fees billed by Morgan Stanley may include asset-based, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

1 New York Plaza
New York, NY 10004

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Morgan Stanley Brokerage Details

Total Assets Under Management

$729,249,310,930

NY Average: $7,464,549,021
Total Number of Employees

26,000

NY Average: 88
Total Number of Accounts

1,815,592

NY Average: 3,892
Average Account Size

$401,659

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Sabrina Lee Work History

Sabrina has 16 years of experience.

2013 - Present (6 years)

Morgan Stanley Smith Barney

2002 - 2013 (11 years)

Ubs Financial Services

Disclosures

Sabrina Lee has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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