Lee KonopkaCRD Number: 1703678
Current Firm: Morgan Stanley
Lee Konopka (CRD# 1703678) is an Investment Advisor Representative working at Morgan Stanley in Purchase, NY and has over 30 years of experience in the finance industry.
Lincoln Financial Advisors Corporation
|Morgan Stanley Private Bank, N.a||New York, NY||Dec 2021 - Current||1|
|Morgan Stanley Smith Barney LLC||Purchase, NY||Nov 2021 - Current||1|
|Bank Of America, N.a.||Boston, MA||Apr 2014 - Nov 2021||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Boston, MA||Sep 2013 - Nov 2021||8|
|Ubs Financial Services Inc.||Stamford, CT||Jan 2008 - Sep 2013||5|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1992|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management1,185,061MILLIONS
Total Number of Accounts2,233,188ACCOUNTS
Average Account Value$530,659
- 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 investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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