Erin Melissa finley Lee
Investment adviser representative at Bok Financial Private Wealth, Inc.
13 yearsExperience
1 stateRegistered in
CFADesignation
$3.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Bok Financial Private Wealth, Inc.Oct 2025 to now
- Bok Financial Securities, Inc.Apr 2025 to now
- BOKF, NAApr 2025 to now
- Bank of TexasAug 2018 to Apr 2025
- Frost Investment ServicesJun 2017 to Aug 2018
- Frost Brokerage Services IncApr 2014 to Aug 2018
- Frost BankNov 2013 to Aug 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Bok Financial Private Wealth, Inc.
$3.7BAssets managed
818Clients
24Advisers
30 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4261173
- Firm CRD
- 106733