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Lee Steven Stettner

ICR Capital LLC

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About Lee Steven Stettner

Lee Steven Stettner is a financial professional with over 28 years of experience in the industry. Currently, Lee is registered with ICR Capital LLC and is located in New York, NY. Lee holds a Series 7, Series 24, Series 63, Series 79TO and SIE licenses and has previously been registered with J.P. Morgan Securities LLC, Solebury Capital LLC, Bear Stearns & Co. Inc., Deutsche Bank Securities Inc., Credit Suisse First Boston LLC, and Morgan Stanley & Co. Incorporated.

Firm Information

Lee Stettner is currently registered with ICR Capital LLC. ICR Capital LLC is a Limited Liability Company formed on December 2, 2014. The firm is registered in California, Connecticut, Maryland, and New York, and has one approved SEC registration.

Not reported

Assets Under Management

Not reported

Total Clients

19

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.

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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Lee Stettner’s Registration & Firm History

NY

05/29/2020 - Present

ICR Capital LLC (NEW YORK NY)

NY

12/04/2014 - 11/26/2019

SOLEBURY CAPITAL LLC (NEW YORK NY)

NY

10/01/2008 - 09/19/2014

J.P. MORGAN SECURITIES LLC (NEW YORK NY)

NY

05/12/2008 - 10/01/2008

J.P. MORGAN SECURITIES INC. (NEW YORK NY)

NY

11/27/2007 - 05/13/2008

BEAR, STEARNS & CO. INC. (NEW YORK NY)

NY

12/19/2003 - 11/20/2007

DEUTSCHE BANK SECURITIES INC. (NEW YORK NY)

NY

04/23/1998 - 11/21/2003

CREDIT SUISSE FIRST BOSTON LLC (NEW YORK NY)

NY

04/02/1997 - 06/05/1998

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

04/19/1993 - 07/02/1997

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

BC

Issued 05/10/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/03/1998

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/02/1993

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Lee Steven Stettner.
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