Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Bruce? Claim Your ProfileBruce Lee is an Investment Advisor Representative at Keebeck Wealth Management LLC. Bruce has 28 years of experience in the financial industry. Bruce is registered with the state of Illinois as an Investment Advisor Representative and the state of Texas as an Investment Advisor Representative. Bruce holds the Series 63, Series 65, Series 7, and SIE securities licenses. Prior to joining Keebeck Wealth Management LLC, Bruce was employed by Merrill Lynch, Pierce, Fenner & Smith Incorporated, Credit Suisse Securities (USA) LLC, Morgan Stanley & Co., Incorporated, UBS Warburg LLC, SBC Warburg Dillon Read Inc., Bear, Stearns & Co. Inc., Lehman Brothers Inc., JMS Securities L.P., and Bear, Stearns & Co. Inc. Bruce has a long and distinguished career in the financial industry and is committed to providing his clients with the highest level of service.
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.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
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IL
05/01/2019 - Present
Keebeck Wealth Management LLC (Chicago IL)
IL
10/28/2011 - 05/08/2018
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CHICAGO IL)
IL
08/13/2004 - 11/23/2011
CREDIT SUISSE SECURITIES (USA) LLC (CHICAGO IL)
NY
07/11/2000 - 08/13/2004
MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)
NY
06/29/1998 - 07/20/2000
UBS WARBURG LLC (NEW YORK NY)
CT
03/09/1998 - 06/29/1998
SBC WARBURG DILLON READ INC. (STAMFORD CT)
NY
05/31/1995 - 03/18/1998
BEAR, STEARNS & CO. INC. (NEW YORK NY)
NY
10/19/1990 - 06/23/1995
LEHMAN BROTHERS INC. (NEW YORK NY)
IL
07/11/1989 - 11/05/1990
JMS SECURITIES L.P. (EVANSTON IL)
NY
05/27/1986 - 07/21/1989
BEAR, STEARNS & CO. INC. (NEW YORK NY)
IA
Issued 03/13/1995
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 07/01/1986
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 05/08/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/24/1986
Series 7 - General Securities Representative Examination
Active
Inactive
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