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Lee Aron Meddin

Sagacious Capital LLC

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About Lee Aron Meddin

Lee Aron Meddin is a registered Investment Advisor Representative. Lee Aron Meddin has been in the industry since 1993 and has been with Sagacious Capital LLC since March 2015. Sagacious Capital LLC is an investment advisory firm located in Chevy Chase, Maryland. Lee Aron Meddin has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Lee Aron Meddin has also passed the General Securities Representative Examination. Lee Aron Meddin is a Chartered Financial Analyst. Sagacious Capital LLC primarily manages the accounts of high net worth individuals and businesses and manages more than $15,500,000 in assets. Sagacious Capital LLC offers financial planning, portfolio management for individuals and businesses.

Firm Information

Lee Meddin is currently registered with Sagacious Capital LLC. Sagacious Capital LLC is an investment advisor based in [main office address]. They manage $15,500,000 in assets for 7 high-net-worth individuals. The firm offers financial planning, portfolio management for individuals, and portfolio management for businesses. Sagacious Capital LLC is also a participant in a wrap fee program.

$15.50M

Assets Under Management

Not reported

Total Clients

1

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.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Lee Meddin’s Registration & Firm History

MD

01/27/2017 - Present

Sagacious Capital LLC (CHEVY CHASE MD)

IL

09/15/1993 - 12/16/1995

FIRST CHICAGO CAPITAL MARKETS, INC. (CHICAGO IL)

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Licenses & Designations

IA

Issued 12/15/2016

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/19/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/12/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Lee Aron Meddin.
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