Patrick Lee is an investment adviser representative (IAR) with state registration records since 2016, appearing at 5 firms. Currently registered with MERCER GLOBAL ADVISORS INC..
| Firm | From | To | Current |
|---|---|---|---|
| MERCER GLOBAL ADVISORS INC. | 2024-08-08 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2024-06-10 | 2024-07-15 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2023-09-05 | 2024-05-28 | — |
| HARRISDIRECT LLC | 2018-06-26 | 2023-09-05 | — |
| U.S. BANCORP INVESTMENTS, INC. | 2016-06-17 | 2018-06-19 | — |