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Hyung Eun Lee

Andrew Garrett Inc.

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About Hyung Eun Lee

Hyung Eun Lee is a registered representative with Andrew Garrett Inc., a firm that provides financial planning and portfolio management services to individuals and businesses. Hyung Eun Lee has been in the securities industry since July 15, 1997, and has held previous positions with S.W. BACH & COMPANY, KIRLIN SECURITIES INC., and M.S. FARRELL & COMPANY, INC.. Hyung Eun Lee is registered in 47 states and is a member of FINRA.

Firm Information

Hyung Lee is currently registered with Andrew Garrett Inc.. Andrew Garrett Inc. is a corporation registered with the SEC and in all 50 states, as well as Puerto Rico. Formed in 2006, the firm provides financial planning, selection of other advisors, and portfolio management for individuals. They have a wrap fee program and specialize in serving high-net-worth individuals and other individuals. The firm has over 470 million in regulatory assets under management and manages over 1,100 accounts.
Andrew Garrett Inc.

52 VANDERBILT AVE

NEW YORK, NY 10017

$470.14M

Assets Under Management

1,161

Total Clients

21

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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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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Hyung Lee’s Registration & Firm History

NY

02/26/2007 - Present

Andrew Garrett Inc. (NEW YORK NY)

NY

11/16/2005 - 02/28/2007

S.W. BACH & COMPANY (NEW YORK NY)

NY

09/01/2001 - 12/05/2005

KIRLIN SECURITIES INC. (SYOSSET NY)

NY

07/16/1997 - 09/01/2001

M.S. FARRELL & COMPANY, INC. (SYOSSET NY)

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Licenses & Designations

BC

Issued 07/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are 3 public disclosures for Hyung Eun Lee. Review regulatory record here.
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