Unclaimed
Lee Benjamin Hutter is an investment advisor representative with Curated Wealth Partners, LLC. Lee has been a registered investment advisor for over 20 years and has a strong background in financial markets and investment strategies. Lee holds the Series 3, 7, 9, 10, 24, 63 and 65 licenses. Lee provides a variety of investment advisory services including portfolio management for individuals and businesses. Lee also serves as a passive owner of DLB 1446 Manhattan Beach Blvd LLC.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
CA
01/01/2025 - Present
Curated Wealth Partners, LLC (EL SEGUNDO CA)
CA
12/11/2014 - 09/20/2018
DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)
CA
10/01/2008 - 10/07/2014
J.P. MORGAN SECURITIES LLC (LOS ANGELES CA)
CA
02/23/2006 - 10/01/2008
J.P. MORGAN SECURITIES INC. (LOS ANGELES CA)
NJ
07/05/2005 - 01/31/2006
SPRUCE STREET CAPITAL LLC (WEST ORANGE NJ)
NY
05/15/2003 - 05/06/2005
SOLEIL SECURITIES CORPORATION (NEW YORK NY)
CT
03/22/2000 - 07/16/2001
WIT SOUNDVIEW CORPORATION (OLD GREENWICH CT)
CT
05/25/1999 - 12/31/2000
WIT CAPITAL CORPORATION (OLD GREENWICH CT)
NY
07/09/1996 - 07/21/1998
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)
NY
06/06/1995 - 06/05/1996
WORLDSEC INTERNATIONAL SECURITIES INC. (NEW YORK NY)
IA
Issued 11/29/2017
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/14/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/29/2016
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 07/12/2016
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 10/19/2004
Series 24 - General Securities Principal Examination
BC
Issued 09/20/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/02/1998
Series 3 - National Commodity Futures Examination
BC
Issued 05/18/1995
Series 7 - General Securities Representative Examination
Active
Inactive
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