Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
10yrs
Patrick Lee
Financial advisor at Mercer Global Advisors
At a glance
Experience10 years (since 2016)
How that compares ?10 years in the industry
Office620 Newport Center Drive Suite 1030, Newport Beach, CA 92660
How the firm is paid ?Percent of assets, Hourly, Flat fee, Other
States licensed ?1 state
Services through Mercer Global Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Combined State Law Examination
Career
- 2024 – nowMercer Global Advisors Inc.Current firm
- Jun 2024 – Jul 2024Merrill Lynch, Pierce, Fenner & Smith IncorporatedPreviously
- Sep 2023 – May 2024Morgan StanleyPreviously
- 2018 – 2023Harrisdirect LLCPreviously
- 2016 – 2018U.s. Bancorp Investments, Inc.Previously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Mercer Global Advisors at (888) 885-8101 and ask for Patrick Lee. Patrick works from the Newport Beach, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2016, about 10 years. 10 years in the industry.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Mercer Global Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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