About Us

As your Financial Advisors, we can help you define and strive to meet your goals by delivering a vast array of resources to you in the way that is most appropriate for how you invest and what you want to achieve. Working together we can help you to preserve and grow your wealth. You’ll have access to some of the world’s most seasoned and respected investment professionals, a premier trading and execution platform and a full spectrum of investment choices.
Services Include
  • Retirement Planning1
  • Wealth Management2
Check the background of Our Firm and Investment Professional on FINRA's BrokerCheck.*

Location

522 5th Avenue
11th Floor
New York, NY 10036
US
Direct:
(212) 603-6100(212) 603-6100

Meet The Lkl Group

About Me

Byung Sun Lee has earned widespread recognition from clients and the industry for bringing best practices and thought leadership to a growing number of multi-national companies with offices in the U.S.
With many years of fiduciary consulting experience and key professional credentials in both traditional and alternative investment management, Byung is committed to providing clients with unsurpassed knowledge and boutique-level service. In 2017, Byung was named to Financial Times “Top 401 Retirement Plan Advisors.”. Byung has membership with the National Association of Plan Advisors, Chartered Alternative Investment Analysts Association, and Investments and Wealth Institute.
As a managing partner of The LKL Group, Byung directs his team in supporting strong and compliant retirement plans that align with each of his client’s goals. Specifically, the team provides investment consulting services, tools for fiduciary risk management, financial wellness program implementation, results-oriented plan design ideas, and de-risking strategies through liability-matching portfolio construction. The team also assists clients in setting up total compensation packages through non-qualified deferred compensation plans that help retain key management, recruit top talent, and provide incentives to key producers.
“With many clients being new to the U.S. and unfamiliar with our litigious environment, we help them mitigate investment risk and understand their fiduciary responsibilities – so that they can abide by ERISA and Department of Labor regulations, and also retain key employees,” Byung adds.
Byung grew up in Korea and lives in Manhattan with his wife and their young son. Byung participates in the U.S. Tennis Association (USTA) Eastern Metropolitan League and also enjoys playing golf.
Securities Agent: AL, CA, CT, FL, GA, HI, IL, MA, MI, MO, NJ, NY, OH, PA, TN, TX, VA, WA, WI; Investment Advisor Representative; General Securities Representative

About Me

As a founding member of The LKL Group, Steve brings over 25 years of knowledge in institutional investing, wealth management and government oversight. Steve has extensive institutional experience, including serving as a Sales Trader for GM Shinhan Securities America Inc. as well as being head of Korea Investment Trust Co. (formerly known as Dongwon Securities of America Inc.) for four years. He aslo worked as an analyst at the Securities and Exchange Commission and Chicago Board of Options Exchange. His extensive and varied experiences are at the foundation of the unbiased advice and guidance he provides to a loyal international clientele of individuals and institutions.
Steve offers sound financial advice and guidance to individuals, families and institutional clients. He is committed to providing premier service and access to extensive resources to assist clients in reaching their personal and financial goals. To assist his clients in reaching their financial goals, Steve help bring clarity to investment opportunities and ever-changing market conditions that can impact portfolio returns.
Steve grew up in Long Island, New York. Pursuing his interest in finance, he graduated from Northeastern University in Boston with a Bachelor’s in Science in accounting and an MBA in finance from the Zicklin School of Business at Baruch College in New York City. He and his wife Jenna reside in Paramus, New Jersey with their Son and daughter. In addition to family time, Steve enjoys reading, hiking, playing racquetball and poker.
Securities Agent: AL, CA, CT, FL, GA, HI, IL, MA, MI, MO, NJ, NY, PA, TN, TX, VA, WA, WI; Investment Advisor Representative; General Securities Representative

About Me

Jonathan began his investment career developing experience at Merrill Lynch prior to joining LKL Group at Morgan Stanley in 2018. Jonathan assists with asset allocation analysis, investment policy analysis, portfolio construction and performance measurement. He follows a disciplined process that begins with first taking the time to fully understand each client’s particular needs, concerns and priorities.
Jonathan graduated from University of Michigan with Bachelor of Science Engineering degree in 2009. He holds the Certified Plan Fiduciary Advisor (CPFA ®) designation. He holds the Series 7 and Series 66 FINRA registration.
Jonathan and his wife live in Long Island City. He and his wife enjoy traveling along with reading and spending time with their friends and family.
Securities Agent: AL, CA, CT, FL, GA, HI, IL, MA, MI, MO, NC, NJ, NY, PA, TN, TX, VA, WA, WI; Investment Advisor Representative; General Securities Representative
Investment and Market Perspectives

On the Markets

Retirement

Working with you to understand your life goals and develop a personalized wealth strategy. Today and for the years to come.
  • 401(k) Rollovers
  • IRA Plans
  • Retirement Income Strategies
  • Retirement Plan Participants
  • Annuities
The Simple Six-Step Retirement Checkup

The Simple Six-Step Retirement Checkup

Given market volatility in 2018, checking in on your retirement plan may be one of the wisest New Year’s resolutions you can make.
Learn more about The Simple Six-Step Retirement Checkup

Investing

Working closely with you to guide your wealth and investments through the most challenging market cycles.
  • Asset Management
  • Wealth Planning
  • Traditional Investments
  • Alternative Investments
  • Impact Investing
Why Financial Fitness is One of the Easier Resolutions You Can Make

Why Financial Fitness is One of the Easier Resolutions You Can Make

Don’t overlook resolving to focus on your finances this year. There are a number of financial New Year’s Resolutions you can make that may yield results for years to come.
Learn more about Why Financial Fitness is One of the Easier Resolutions You Can Make

Family

Creating customized financial strategies for the challenges that today's families face.
  • Estate Planning Strategies
  • 529 Plans / Education Savings Planning
  • Long Term Care Insurance
  • Special Needs Planning
  • Trust Services
Financial Transition: A Guide for Women

Financial Transition: A Guide for Women

Here's how to take control of your finances if a death or divorce leaves you holding the reins.
Learn more about Financial Transition: A Guide for Women

Business Planning

Helping you on key aspects of your business such as ownership, liquidity and developing opportunities.
  • Succession Planning
  • Business Planning
  • Retirement Plan Sponsors
  • Qualified Retirement Plans
  • Corporate Pension Funds
6 Keys to Building a Startup

6 Keys to Building a Startup

Entrepreneurs share ideas and learnings from the experience of starting a company.
Learn more about 6 Keys to Building a Startup

Philanthropy

Making sure your philanthropic dollars are managed with the same high quality service as the rest of your wealth.
  • Endowments
  • Foundations
  • Donor Advised Funds
  • Impact Investing
A New Roadmap for Mission Alignment

A New Roadmap for Mission Alignment

Non-profits, foundations and endowments need to ensure that their sources of capital are in sync with their stated goals.
Learn more about A New Roadmap for Mission Alignment

More from Morgan Stanley

Access Morgan Stanley Online

Access Morgan Stanley Online

Morgan Stanley Online provides a comprehensive view of your assets and liabilities, projected income, breaking news, research and much more.
Learn more about Access Morgan Stanley Online
Reserved | Living & Giving

Reserved | Living & Giving

Our complimentary program for eligible clients provides you and your family with access to exclusive offers and discounts from premium travel, automotive, health and wellness, and retail brands as well as curated insights from Morgan Stanley.
Learn more about Reserved | Living & Giving
Sign Up for eDelivery

Sign Up for eDelivery

With eDelivery, you’ll have easy access to statements, trade confirmations, general correspondence and much more.
Learn more about Sign Up for eDelivery
Your Financial World. On the Go.

Your Financial World. On the Go.

With the Morgan Stanley Mobile App, you’ll have the freedom to manage your investments and instantly access a suite of personal cash management tools.
Learn more about Your Financial World. On the Go.
Ready to start a conversation? Contact The Lkl Group today.
Market Information Delayed 20 Minutes
1Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

2Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.

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