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Alan Chung-yuen Lee

Blackrock Investments, LLC

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About Alan Chung-yuen Lee

Alan Chung-yuen Lee is a financial advisor with Blackrock Investments, LLC. Alan has been in the industry since 2005 and has experience working at Legg Mason Investor Services, LLC and Citigroup Global Markets Inc. Alan is registered in New Jersey and New York. Alan is a Series 66, Series 24, SIE, and Series 7 licensed professional. Alan specializes in investment companies, insurance companies, charitable organizations, high-net-worth individuals, other investment advisors, pooled investment vehicles, and corporations or other businesses.

Firm Information

Alan Lee is currently registered with Blackrock Investments, LLC. Blackrock Investment Management, LLC is an investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisors services. Blackrock Investment Management, LLC is registered with the SEC and has offices in PRINCETON, NJ.
Blackrock Investments, LLC

1 UNIVERSITY SQUARE DRIVE

PRINCETON, NJ 08540

$458.19B

Assets Under Management

73

Total Clients

646

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alan Lee’s Registration & Firm History

NY

07/14/2014 - Present

Blackrock Investments, LLC (NEW YORK NY)

CT

01/10/2006 - 07/02/2014

LEGG MASON INVESTOR SERVICES, LLC (STAMFORD CT)

NY

10/21/2005 - 01/27/2006

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 11/30/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/19/2006

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Chung-yuen Lee.
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