Morgan Christopher Lee
Investment adviser representative at Confluence Financial Partners
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$7.8BFirm 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Confluence Wealth Services, Inc.Jul 2021 to now
- Confluence Financial PartnersJan 2019 to now
- Raymond James Financial Services Advisor, Inc.Nov 2019 to Jul 2021
- Raymond James Financial Services, Inc.Jan 2019 to Jul 2021
- Bank of America Merrill LynchJun 2018 to Aug 2018
- ST. Clair Country ClubMay 2018 to Aug 2018
- Pete Donati & SonsDec 2017 to Jan 2018
- Evidon IncMay 2017 to Jul 2017
- Pete Donati & SonsDec 2016 to Jan 2017
- Miami UniversityAug 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Confluence Financial Partners
Legal name: Confluence Wealth Services, LLC
$7.8BAssets managed
5,228Clients
45Advisers
5 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
- 6972118
- Firm CRD
- 311980