Morgan Stanley
46yrs
Top advisor by experience in Melville
34yrs
Lee Dubinsky
Financial advisor at Wells Fargo Advisors
Based in Melville, New York, Lee Dubinsky is a fiduciary financial advisor with 34 years of industry experience. Lee has been with Wells Fargo Advisors since 2018. Wells Fargo Advisors offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1293 advisors with offices in Melville, and one of 1085 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 10% by experience nationwide
Office68 S Service Rd Suite 200, Melville, NY 11747
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?2 states
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2018 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Lee
Local office(631) 753-4500Ask for Lee. (314) 875-3000Main office · St. Louis, MO 68 S Service Rd Suite 200Melville, NY 11747Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Lee
Tailored to Lee’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Lee
How do I contact Lee?
Call Lee’s local office at (631) 753-4500 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Lee Dubinsky.
How long has Lee been a financial advisor?
Lee has been in the industry since 1992, about 34 years. Top 10% by experience nationwide.
What licenses does Lee hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Lee a fiduciary?
Lee is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Lee paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Lee for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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