Morgan LeeCRD Number: 6972118
Current Firm: Confluence Financial Partners
Morgan Lee (CRD# 6972118) is an Investment Advisor Representative working at Confluence Financial Partners in Mcmurray, PA and has over 3 years of experience in the finance industry.
Cetera Advisor Networks LLC
Avantax Advisory Services
Robert W. Baird & Company Incorporated
|Confluence Wealth Services, Inc.||Pittsburgh, PA||Jul 2021 - Current||1|
|Confluence Financial Partners||Pittsburgh, PA||Jan 2019 - Current||4|
|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|
Total Assets Under Management2,509MILLIONS
Total Number of Accounts6,192ACCOUNTS
Average Account Value$405,134
- A percentage of assets under your management
- 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)
AL, AZ, CA, CT, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, MI, MN, MO, NC, NJ, NM, NV, NY, OH, OR, PA, SC, TN, TX, UT, VA, WI, WV
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