UBS Financial Services
47yrs
Top 1% by experience in Louisville
5yrs
Lee Cunningham has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Louisville, Kentucky. Lee has been with Morgan Stanley since 2026; before that, Lee spent two years at UBS Financial Services and three years at Blackrock Investment Management. Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1265 advisors with offices in Louisville, and one of 1147 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office4969 US Highway 42 Suite 1200, Louisville, KY 40222
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
- Feb 2026 – nowMorgan StanleyCurrent firm
- Aug 2024 – Feb 2026UBS Financial Services Inc.Previously
- 2021 – 2024Blackrock Investment Management, LLCPreviously
Contact Lee
(914) 225-5510Firm headquarters in Purchase, NY. Ask for Lee. 4969 US Highway 42 Suite 1200Louisville, KY 40222Office · Get directions Firm websiteHTTP://WWW.MORGANSTANLEY.COM
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Questions to ask Lee
Tailored to Lee’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 Lee
How do I contact Lee?
Call Morgan Stanley at (914) 225-5510 and ask for Lee Cunningham. Lee works from the Louisville, KY office.
How long has Lee been a financial advisor?
Lee has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Lee hold?
Series 66. 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?
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 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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