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Bryan James Lee

Advisor Partners

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About Bryan James Lee

Bryan James Lee is an investment advisor representative at Advisor Partners, based in Walnut Creek, CA. Bryan has been in the industry since 2015 and has been registered with Advisor Partners since 2016. Bryan holds the Series 65 license and is registered in California as an Investment Advisor Representative. Bryan's areas of expertise include portfolio management for individuals and businesses.

Firm Information

Bryan Lee is currently registered with Advisor Partners. Advisor Partners is an investment advisory firm based in Walnut Creek, California. They provide a range of services, including portfolio management, financial planning, and model portfolio construction. They have approximately $3.4 billion in assets under management and serve a variety of clients, including individuals, corporations, and other investment advisors.
Advisor Partners

2185 NORTH CALIFORNIA BLVD

WALNUT CREEK, CA 94596

$3.38B

Assets Under Management

Not reported

Total Clients

7

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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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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construction of model securities portfolios

Construction of model securities 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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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

NY

06/22/2022 - Present

Advisor Partners (New York NY)

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Licenses & Designations

IA

Issued 09/05/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Bryan James Lee.
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