Morgan LeeCRD Number: 2953708
Current Firm: Dimensional Fund Advisors LP
Morgan Lee (CRD# 2953708) is an Investment Advisor Representative working at Dimensional Fund Advisors LP in Santa Monica, CA and has over 23 years of experience in the finance industry.
Awm Capital, LLC
Wedbush Securities Inc.
Virtue Capital Management, LLC
|Dimensional Fund Advisors||Santa Monica, CA||Aug 2019 - Current||2|
|Responsible Wealth, LLC||Lake Oswego, OR||Feb 2018 - Aug 2019||1|
|Foreside Fund Services, LLC||London,||Dec 2014 - Mar 2018||3|
|Wisdomtree Asset Management, Inc.||London,||Apr 2006 - Mar 2018||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1998|
|S65||NASAA Investment Advisors Law Examination||Apr 2018|
Total Assets Under Management650,660MILLIONS
Total Number of Accounts442ACCOUNTS
Average Account Value$1,472,080,732
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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