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Chang Won Lee

Eagle Strategies LLC

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About Chang Won Lee

Chang Won Lee is a financial advisor with Eagle Strategies LLC and is registered to provide investment advice in New Jersey and Texas. Chang has been in the financial industry since 2005 and has experience in a number of different areas, including financial planning, portfolio management, and investment advisory services. Chang also holds a Series 7TO, SIE and Series 63 licenses and is qualified to provide financial services across the country. Chang's previous experience includes working for ECHOTRADE LLC and Wachovia Capital Markets, LLC.

Firm Information

Chang Lee is currently registered with Eagle Strategies LLC. Eagle Strategies LLC is an investment advisor headquartered in New York, NY. The firm provides a range of services, including financial planning, pension consulting, educational seminars, and publication of periodicals. They manage assets for individuals, high-net-worth individuals, corporations, and charitable organizations. Eagle Strategies has over 1,998 registered representatives and manages over $20 billion in assets.
Eagle Strategies LLC

250 PEHLE AVENUE

SADDLEBROOK, NJ 07663

$20.36B

Assets Under Management

6,070

Total Clients

2,031

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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Chang Lee’s Registration & Firm History

NJ

11/17/2023 - Present

Eagle Strategies LLC (SADDLEBROOK NJ)

AZ

12/06/2006 - 03/23/2007

ECHOTRADE LLC (PHOENIX AZ)

NA

04/07/2005 - 11/06/2006

WACHOVIA CAPITAL MARKETS, LLC (CENTRAL )

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Licenses & Designations

IA

Issued 11/5/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 2/8/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/16/2021

Series 7TO - General Securities Representative Examination

BC

Issued 10/12/2021

SIE - Securities Industry Essentials Examination

BC

Issued 3/8/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Chang Won Lee.
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