Advisor Alert: Our Attorneys Are Investigating Aubrey W Lee Jr For Investment Fraud

Did You Lose Money Because of Aubrey Lee Jr?

Filed: March 13, 2024

Aubrey Lee Jr (also known as  Aubrey Walter Lee Jr) has been the subject of three (3) customer complaints. As an investor, you may be entitled to compensation for losses accrued due to mismanagement of your investments.

Let’s begin our Patil Law Advisor Alert with a summary report on Aubrey W Lee Jr.

Who Is Aubrey W Lee Jr of Merrill Lynch, Pierce, Fenner & Smith Incorporated?

  • Advisor Name: Aubrey W Lee Jr
  • Aliases: Aubrey Walter Lee Jr
  • CRD: 1685532
  • Location: Farmington Hills, Michigan
  • Current Employer: Merrill Lynch, Pierce, Fenner & Smith Incorporated
  • Previous Firms: Unknown
  • Number of Known Customer Complaints: 3
  • Can Aubrey Lee Jr Be Sued: Yes, in Private Arbitration
  • Can Aubrey Lee Jr’s Employers Be Sued For Failing to Supervise Actions: Yes, in Private Arbitration
  • Highest Damages Allegation: $175,000
  • Highest Settlement: $76,687.50

If you have suffered investment losses by Aubrey Lee Jr, we strongly encourage you to exercise your rights to experienced legal representation. Recover what is owed to you by retaining an investment fraud lawyer. Reach out to the legal team at Patil Law, P.C. via the secure online form or call the firm directly toll-free at 1-800-950-6553.

Customer Complaints Filed Against Aubrey Lee Jr. for Broker Misconduct

As of this publication date, Aubrey Lee Jr has been the subject of 3 customer disputes. Let’s review them below.

In August 2023, a complaint was filed against or in reference to Aubrey Lee Jr by a customer of Merrill Lynch, Pierce, Fenner & Smith Incorporated alleging unsuitable investment recommendations from 2010 through 2022. Per the customer, he/she lost over $122,977 because of Ms. Lee’s actions. On December 6, 2023, Ms. Lee settled the claim for $76,687.50, and some or all of this amount may have been paid by Ms. Lee’s employer and/or insurance carrier.

In January 2023, a complaint was filed against or in reference to Aubrey Lee Jr by a customer of Merrill Lynch, Pierce, Fenner & Smith Incorporated alleging unsuitable investments related to a variable annuity. Per the customer, he/she lost over $175,000 because of Ms. Lee’s actions.

In September 2005, a complaint was filed against or in reference to Aubrey Lee Jr by a customer of Merrill Lynch, Pierce, Fenner & Smith Incorporated alleging that Ms. Lee made unsuitable investment recommendations. Per the customer, he/she lost over $6,000 because of Ms. Lee’s actions.

How To File A Claim Against Aubrey Lee Jr of Merrill Lynch, Pierce, Fenner & Smith Incorporated To Get Your Money Back

If you have questions about Aubrey Lee Jr, Merrill Lynch, Pierce, Fenner & Smith Incorporated, or the management or performance of your accounts, please contact Attorney Patil for a free initial consultation via email or toll-free at 1-800-950-6553.