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David Edmund Lees

Mycio Wealth Partners, LLC

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About David Edmund Lees

David Lees is a financial advisor in Philadelphia, Pennsylvania. David is an investment advisor representative with Mycio Wealth Partners, LLC, and has been in the industry since 1991. David is a chartered financial analyst and holds the Series 3, Series 2, Series 63 and Series 65 licenses. David currently serves as the director of a public company, Bryn Mawr, a publicly traded bank and trust company with a wealth division, spending approximately 10 hours per month on this enterprise. David has been associated with Bryn Mawr since July 1, 2005.

Firm Information

David Lees is currently registered with Mycio Wealth Partners, LLC. Mycio Wealth Partners, LLC is an investment advisory firm based in Philadelphia, PA. The firm primarily manages portfolios for high net worth individuals, corporations, and charitable organizations. They offer a range of advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. As of their most recent filing, the firm manages approximately $12.97 billion in regulatory assets.
Mycio Wealth Partners, LLC

2929 WALNUT STREET, SUITE 1200

PHILADELPHIA, PA 19104-5172

$12.97B

Assets Under Management

21

Total Clients

32

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 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.

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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David Lees’s Registration & Firm History

PA

04/07/2005 - Present

Mycio Wealth Partners, LLC (PHILADELPHIA PA)

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Licenses & Designations

BC

Issued 04/15/1992

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 12/24/1991

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/21/2012

Series 3 - National Commodity Futures Examination

BC

Issued 05/14/1991

Series 2 - Non-Member General Securities Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Edmund Lees.
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