Morgan Lee (CRD# 6972118) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 4 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 5335512
Lpl Financial LLC
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Confluence Wealth Services, Inc. | Pittsburgh, PA | Jul 2021 - Current | 2 |
| Confluence Financial Partners | Pittsburgh, PA | Jan 2019 - Current | 5 |
| Raymond James Financial Services Advisor, Inc. | Pittsburg, PA | Nov 2019 - Jul 2021 | 1 |
| Raymond James Financial Services, Inc. | Pittsburgh, PA | May 2019 - Jul 2021 | 2 |
| Raymond James Financial Services, Inc. | Pittsburgh, PA | Jan 2019 - May 2019 | < 1 |
| Miami University | Oxford, OH | Aug 2014 - Dec 2018 | 4 |
| Bank Of America Merrill Lynch | Pittsburgh, PA | Jun 2018 - Aug 2018 | < 1 |
| St. Clair Country Club | Pittsburgh, PA | May 2018 - Aug 2018 | < 1 |
| Pete Donati & Sons | Pittsburgh, PA | Dec 2017 - Jan 2018 | < 1 |
| Evidon Inc. | New York, NY | May 2017 - Jul 2017 | < 1 |
| Pete Donati & Sons | Pittsburgh, PA | Dec 2016 - Jan 2017 | < 1 |
| St. Clair Country Club | Pittsburgh, PA | May 2016 - Aug 2016 | < 1 |
| Pete Donati & Sons | Pittsburgh, PA | May 2015 - Aug 2015 | < 1 |
| Borg Inc. | Pittsburgh, PA | Jun 2014 - Jul 2014 | < 1 |
| Upper St. Clair High School | Pittsburgh, PA | Aug 2010 - Jun 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- PA
- TX
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Total Assets Under Management3,056MILLIONS
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Total Number of Accounts8,055ACCOUNTS
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Average Account Value$379,330
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
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