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Addison Yan-han Lee

AQR Investments, LLC

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About Addison Yan-han Lee

Addison Yan-han Lee is a financial professional with a strong background in the securities industry. Addison has passed the Series 3, Series 7TO, and SIE exams, demonstrating their comprehensive knowledge of the financial markets. Addison is currently registered with AQR Investments, LLC, and is active in 51 states. Their experience and expertise are dedicated to providing clients with high-quality financial guidance.

Firm Information

Addison Lee is currently registered with AQR Investments, LLC. AQR Investments, LLC is a Limited Liability Company formed in March 2017. It is registered with the SEC and in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands.

Not reported

Assets Under Management

Not reported

Total Clients

54

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Addison Lee’s Registration & Firm History

CT

08/21/2023 - Present

AQR Investments, LLC (Greenwich CT)

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Licenses & Designations

BC

Issued 09/11/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/13/2023

Series 3 - National Commodity Futures Examination

BC

Issued 08/21/2023

Series 7TO - General Securities Representative Examination

BC

Issued 08/09/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Addison Yan-han Lee.
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