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Bryan James Lee

Blue Zone Wealth Advisors, LLC

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About Bryan James Lee

Bryan James Lee is a financial advisor registered with Blue Zone Wealth Advisors, LLC. Bryan has been in the financial services industry since 2012, when he started working for B. Riley & Co., LLC in Los Angeles, CA. Currently, Bryan is affiliated with Blue Zone Wealth Advisors, LLC, which is a registered investment adviser with the Securities and Exchange Commission. Bryan specializes in providing financial planning, pension consulting, and portfolio management services to individuals and high-net-worth individuals. Bryan is a Chartered Financial Analyst and is licensed in California.

Firm Information

Bryan Lee is currently registered with Blue Zone Wealth Advisors, LLC. Blue Zone Wealth Advisors, LLC is a financial advisory firm located in Los Angeles, CA. They specialize in financial planning, pension consulting, and portfolio management for both individuals and businesses. They serve a variety of clients, including high-net-worth individuals, pension and profit-sharing plans, and individuals other than high-net-worth. With over $462 million in regulatory assets under management, Blue Zone Wealth Advisors is committed to providing their clients with personalized and comprehensive financial advice.
Blue Zone Wealth Advisors, LLC

11812 SAN VICENTE BLVD.

LOS ANGELES, CA 90049

$462.30M

Assets Under Management

Not reported

Total Clients

4

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 individuals

Personalized portfolio management to meet individual financial objectives.

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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Bryan Lee’s Registration & Firm History

CA

02/26/2020 - Present

Blue Zone Wealth Advisors, LLC (LOS ANGELES CA)

CA

09/11/2012 - 09/26/2012

B. RILEY & CO., LLC (LOS ANGELES CA)

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Licenses & Designations

BOTH

Issued 03/01/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/10/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan James Lee.
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