Morgan Stanley
42yrs
Top advisor by experience in Cupertino
24yrs
Ka Lee is a fiduciary financial advisor in Cupertino, California, with 24 years in the industry. Ka joined Merrill in 2026, after a year at Park Avenue Securities and two years at LPL Financial. Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.
One of 146 advisors with offices in Cupertino, and one of 137 fiduciaries.
At a glance
Experience24 years (since 2002)
How that compares ?More experience than 72% of advisors at Merrill
Office20563 Stevens Creek Blvd, Cupertino, CA 95014
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment 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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Apr 2026 – nowMerrillCurrent firm
- Jun 2025 – Mar 2026Park Avenue Securities LLCPreviously
- Jul 2014 – Jun 2016LPL Financial LLCPreviously
- Oct 2012 – Jul 2014J.P. Morgan Securities LLCPreviously
- May 2012 – Oct 2012Chase Investment Services Corp.Previously
- 2010 – 2012HSBC Securities (usa) Inc.Previously
- 2007 – 2010Citigroup Global Markets Inc.Previously
- Aug 2005 – May 2007Citicorp Investment ServicesPreviously
Earlier career (2 more)
- Mar 2004 – Aug 2005Morgan Stanley DW Inc.Previously
- Nov 2003 – Feb 2004Pruco Securities, LLC.Previously
Contact Ka Eun
20563 Stevens Creek BlvdCupertino, CA 95014Office · Get directions Firm main line(800) 637-7455Headquarters: Merrill · New York, NY
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Questions to ask Ka Eun
Tailored to Ka Eun’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Ka Eun
How do I contact Ka Eun?
Call Merrill at (800) 637-7455 and ask for Ka Lee. Ka Eun works from the Cupertino, CA office.
How long has Ka Eun been a financial advisor?
Ka Eun has been in the industry since 2002, about 24 years. More experience than 72% of advisors at Merrill.
What licenses does Ka Eun hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is Ka Eun a fiduciary?
Ka Eun is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Ka Eun paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Ka Eun 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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