Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Lee is a registered Investment Advisor Representative associated with Seven Post Investment Office LP in San Francisco, California. Brian has been registered with the state of California since September 19, 2011. Brian previously worked at Goldman, Sachs & Co. in New York from February 14, 2008, to September 23, 2011. Brian holds the Series 7 and Series 66 securities licenses. Brian's areas of specialization include Investment Consulting Services, Financial Planning, Educational Seminars, Selection of Other Advisers, Portfolio Management for Businesses, Portfolio Management for Individuals, and Portfolio Management for Pooled Investment Vehicles. Brian's firm, Seven Post Investment Office LP, provides investment advice to high-net-worth individuals, private endowments, and charitable organizations.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
09/19/2011 - Present
Seven Post Investment Office LP (SAN FRANCISCO CA)
NY
02/14/2008 - 09/23/2011
GOLDMAN, SACHS & CO. (NEW YORK NY)
BOTH
Issued 04/08/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 02/13/2008
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Brian Lee is the right advisor for you? Invested Better is here to help.
