Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Lee? Claim Your ProfileLee Michael Strongwater is a registered investment advisor representative with Colorado Capital Management. Lee has been in the industry since 2002, previously working for AXA Advisors, LLC in New York. Lee holds a Series 66 and a Series 7. Lee is registered in Colorado to offer investment advisory services. Colorado Capital Management specializes in providing financial planning, portfolio management for individuals, and publication of periodicals.
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.
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.
A percentage of the total value of assets under management is charged.
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CO
03/03/2010 - Present
Colorado Capital Management (BOULDER CO)
NY
07/17/2002 - 08/03/2004
AXA ADVISORS, LLC (NEW YORK NY)
BOTH
Issued 08/23/2002
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/16/2002
Series 7 - General Securities Representative Examination
Active
Inactive
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