Benjamin Lee, financial advisor Scottsdale AZ
90 score

Benjamin Lee

CRD Number: 6158780
Current Firm: Morgan Stanley

Benjamin Lee (CRD# 6158780) is an Investment Advisor Representative working at Morgan Stanley in Scottsdale, AZ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Portland, OR Apr 2014 - Current 2
Jpmorgan Securities LLC Beaverton, OR Jan 2013 - Apr 2014 1
Jpmorgan Chase Bank Beaverton, OR Oct 2011 - Apr 2014 2
Donahue & Lee Inc. West Linn, OR Jan 2012 - May 2013 1
Bank Of America Portland, OR Aug 2010 - Oct 2011 1
Wells Fargo Portland, OR Jan 2010 - Aug 2010 < 1
Unemployed West Linn, OR Jan 2009 - Jan 2010 1
Macy's Portland, OR Dec 2008 - Jan 2009 < 1
Unemployed Portland, OR Nov 2008 - Dec 2008 < 1
Xerox Wilsonville, OR Apr 2008 - Oct 2008 < 1
Emu Barista University Of Oregon Eugene, OR Dec 2005 - Mar 2008 2
Circuit City Eugene, OR Jun 2007 - Sep 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S65 NASAA Investment Advisors Law Examination Aug 2014
Contact Info for Benjamin J. Lee
Phone Number: 914-225-5510
Registered State(s):
  • OR
By the Numbers
  • Total Assets Under Management
    535,890
    MILLIONS
  • Total Number of Accounts
    1,563,538
    ACCOUNTS
  • Average Account Value
    $342,742
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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