CHARLOTTE LEE is an investment adviser representative (IAR) with state registration records since 2009, appearing at 3 firms. Currently registered with MORGAN STANLEY SMITH BARNEY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY LLC | 2025-10-30 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2011-01-03 | 2025-11-05 | — |
| WELLS FARGO INVESTMENTS, LLC | 2009-02-19 | 2011-01-03 | — |