Morgan Stanley
47yrs
Top advisor by experience in Purchase
33yrs
Based in Purchase, New York, Will Lee is a fiduciary financial advisor with 33 years of industry experience. Will has been with Morgan Stanley since 2010. Will holds the ChFC designation.
One of 800 advisors with offices in Purchase, and one of 755 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 11% by experience in Purchase
Office2000 Westchester Avenue 1nc, Purchase, NY 10577
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
States licensed ?1 state
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
ChFC
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2010 – nowMorgan StanleyCurrent firm
Contact Will
Local office(914) 225-5491Ask for Will. (914) 225-5510Main office 2000 Westchester Avenue 1ncPurchase, NY 10577Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Will
Tailored to Will’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?
- Your firm can charge performance-based fees. Would that apply to me?
- 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?
My notes and scorecard
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About Will
How do I contact Will?
Call Will’s local office at (914) 225-5491 or the Morgan Stanley main office at (914) 225-5510, and ask for Will Lee.
How long has Will been a financial advisor?
Will has been in the industry since 1993, about 33 years. Top 11% by experience in Purchase.
What licenses does Will hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Will a fiduciary?
Will is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Will paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Will 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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