Erin Melissa Finley Lee
Investment Adviser Representative at BOK Financial Private Wealth, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Erin Melissa Finley Lee is an investment adviser representative in Fort Worth, TX, currently registered with BOK Financial Private Wealth, Inc. and BOK Financial Advisors. They have worked in the securities industry since 2014 and were previously registered with Frost Investment Services. They have passed 3 industry qualification exams, including the Series 7 (general securities representative) and Series 63 (state securities agent). They are registered to provide investment advice in Texas.
Registrations & licenses
- Investment adviser:
- Texas
- Broker:
7 states and territories
Arizona, Florida, Michigan, Missouri, North Carolina, Oklahoma, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Frost Brokerage Services IncApr 2014 – Aug 2018Fort Worth, TX
- Frost BANKNov 2013 – Aug 2018Fort Worth, TX
- Frost Investment ServicesJun 2017 – Aug 2018Fort Worth, TX
- Bank of TexasAug 2018 – Apr 2025Fort Worth, TX
- BOK Financial Securities, Inc.Apr 2025 – no end date reportedFort Worth, TX
- BOKF, NAApr 2025 – no end date reportedFort Worth, TX
- BOK Financial Private Wealth, Inc.Oct 2025 – no end date reportedFort Worth, TX
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About BOK Financial Private Wealth, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.01
- Up to $1,000,0001.00%
- Over $1,000,000—
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Wealth planning, investment management, and specialized financial services including comprehensive financial solutions with ongoing analyses and reporting.
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25
- Offices listed on AdvisorFinder:
- 8
- Main office:
- Denver, CO
- SEC file number:
- 801-51401
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 30, 2026
View full firm profileOther advisors at BOK Financial Private Wealth, Inc.
Showing 12 of 25 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Erin Melissa Finley Lee has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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