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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Delaporte is an investment advisor representative currently registered with Beacon Trust in Morristown, NJ. Lee Delaporte has been in the industry for over 40 years, with previous experience at HSBC Securities (USA) Inc., Citigroup Global Markets Inc., Glickenhaus & Co., Shearson Lehman Hutton Inc., and E. F. Hutton & Company Inc. Lee Delaporte is a licensed investment advisor representative and holds the Series 63, 65, 7 and 24 licenses. Beacon Trust is a Registered Investment Advisor that provides portfolio management services to individuals, families, institutions and foundations. Their mission is to build long-term relationships with clients by delivering exceptional investment management services. The firm has over $4 billion in assets under management. Lee Delaporte's services are offered in conjunction with Beacon Trust.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
NJ
06/05/2023 - Present
Beacon Trust (MORRISTOWN NJ)
NY
03/15/2021 - 04/14/2023
HSBC SECURITIES (USA) INC. (NEW YORK NY)
NY
08/28/1991 - 04/17/2003
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NY
12/08/1989 - 08/13/1991
GLICKENHAUS & CO. (NEW YORK NY)
NY
05/14/1988 - 11/18/1989
SHEARSON LEHMAN HUTTON INC. (NEW YORK NY)
NA
10/19/1983 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 05/31/2023
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/10/1983
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/07/1998
Series 24 - General Securities Principal Examination
BC
Issued 03/15/2021
Series 7TO - General Securities Representative Examination
BC
Issued 11/30/2020
SIE - Securities Industry Essentials Examination
BC
Issued 10/15/1983
Series 7 - General Securities Representative Examination
Active
Inactive
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