Eric
Lee

Morgan Stanley

CRD#6814162
Investment Advisor
in Cupertino, CA

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About this Advisor

Eric Lee is a financial advisor based in Cupertino, California, working with Morgan Stanley. Eric has previously held positions at Harmonic, Inc, Foresters Financial, Chico State University, Axa Advisors, LLC, E*Trade Securities LLC, E*Trade Capital Management, LLC, E*Trade Securities Ll, E*Trade Capital Management LLC, and Morgan Stanley. Eric has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Eric is part of Morgan Stanley, which operates out of Cupertino, California. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.

Certifications and Registrations

Series 66

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, Performance-based Fees, Others

Office Location

20400 Stevens Creek Boulevard 3Rd Floor
Cupertino, CA 95014

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Morgan Stanley Brokerage Details

Total Assets Under Management

$1,402,425,838,334

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

29,300

CA Average: 88
Total Number of Accounts

2,405,783

CA Average: 3,892
Average Account Size

$582,939

CA Average: $1,917,921

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

Eric Lee Work History

2023 - Present (2 years)

Morgan Stanley

2023 - Present (2 years)

Morgan Stanley

2023 - Present (2 years)

Morgan Stanley

2020 - Present (5 years)

E*Trade Securities Ll

2020 - Present (5 years)

E*Trade Capital Management LLC

2019 - 2020 (1 year)

E*Trade Securities LLC

2019 - 2020 (1 year)

E*Trade Capital Management, LLC

2018 - 2019 (1 year)

Axa Advisors, LLC

2017 - 2017 (< 1 year)

Foresters Financial

2016 - 2016 (< 1 year)

Harmonic, Inc

2014 - 2018 (4 years)

Chico State University

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Disclosures

Please visit the SEC profile of Eric 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 Morgan Stanley

Taylor Kangethe
Kansas City, MO
Charlotte Ahdoot
New York, NY
Emilia Rivera
San Diego, CA
Rebecca Bessette
Boston, MA
Felix Del Vecchio
Wellesley Hills, MA
Rachel Irwin
Kingsport, TN
Amanda Ragde
Woodland Hills, CA
Christopher Rollo
Oneonta, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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