Morgan Lee, financial advisor Mcmurray PA

Morgan Lee

CRD 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.

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Company Name Location Dates Years
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
Contact Info for Morgan C. Lee
Phone Number: 724-271-8801
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    2,509
    MILLIONS
  • Total Number of Accounts
    6,192
    ACCOUNTS
  • Average Account Value
    $405,134
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • 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)
Types of Clients
Registered States

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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