Raymond James Financial Services Advisors
47yrs
Top advisor by experience in Columbus
10yrs
Michael Lee
Financial advisor at Morgan Stanley
Michael Lee is a fiduciary financial advisor in Columbus, Ohio, with 10 years in the industry. After two years at J.p. Morgan Securities, Michael joined Morgan Stanley in 2019, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 2160 advisors with offices in Columbus, and one of 1883 fiduciaries.
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office4343 Easton Commons, Columbus, OH 43219
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.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowMorgan StanleyCurrent firm
- 2017 – 2019J.p. Morgan Securities LLCPreviously
Questions to ask Michael
Tailored to Michael’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Michael
How do I contact Michael?
Call Morgan Stanley at 914-225-5510 and ask for Michael Lee. Michael works from the Columbus, OH office.
How long has Michael been a financial advisor?
Michael has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Michael hold?
Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael 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 Michael 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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