Morgan
Lee
Confluence Financial Partners
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About this Advisor
Morgan Lee is a financial advisor who works in Canonsburg, Pennsylvania who has 2 years of industry experience. Lee is currently employed by Confluence Financial Partners. The advisor has gained experience at Raymond James Financial Services, Inc, Confluence Financial Partners, Miami University, Bank Of America Merrill Lynch, St. Clair Country Club, Pete Donati & Sons, Evidon Inc, Borg Inc, Upper St. Clair High School, Raymond James Financial Services Advisor, Inc and Confluence Wealth Services, Inc. Lee holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Pennsylvania and Texas. Confluence Financial Partners is an advisory firm headquartered in Canonsburg, PA. The company has offices in three locations and a total of 42 advisors. It administers $3 billion in assets across its 7,223 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 10 charitable organizations. Of its 7,223 client accounts, 24% are held by high-net-worth clients who have greater than $1 million in assets available to invest. Confluence Financial Partners has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fees usually depend on which services the firm provides the client. However, fees charged by Confluence Financial Partners typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Confluence Financial Partners Brokerage Details
$2,469,850,578
42
7,223
$341,942
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Morgan Lee Work History
Morgan has been registered as a financial advisor for 2 years.*
Confluence Wealth Services, Inc
Confluence Financial Partners
Raymond James Financial Services, Inc
Raymond James Financial Services, Inc
Raymond James Financial Services Advisor, Inc
Bank Of America Merrill Lynch
St. Clair Country Club
Pete Donati & Sons
Evidon Inc
Pete Donati & Sons
St. Clair Country Club
Pete Donati & Sons
Miami University
Borg Inc
Upper St. Clair High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Morgan Lee to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Confluence Financial Partners
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
Canonsburg, PA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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