Christine Lee, financial advisor Washington DC

Christine Lee

CRD Number: 6801021
Current Firm: Morgan Stanley

Christine Lee (CRD# 6801021) is an Investment Advisor Representative working at Morgan Stanley in Washington, DC and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Private Bank, N.a New York, NY Jan 2020 - Current < 1
Morgan Stanley Washington, DC Dec 2019 - Current < 1
University Of New Hampshire Business Services Durham, NH Sep 2019 - Nov 2019 < 1
University Of New Hampshire Durham, NH Aug 2015 - Sep 2019 4
Bedford School District Bedford, NH Aug 2002 - Jun 2015 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Christine Y. Lee
Phone Number: 914-225-5510
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    904,301
    MILLIONS
  • Total Number of Accounts
    1,863,328
    ACCOUNTS
  • Average Account Value
    $485,315
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 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
  • 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, WY

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