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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 Vincent Balducci is an Investment Advisor Representative at Advisors Capital Management, LLC. Lee has been in the industry since 1997 and has experience in various roles. Lee is currently registered in New Jersey as an Investment Advisor Representative. Lee has passed the Series 63, 65, 7, and 24 exams. Lee holds licenses in New Jersey for both Broker-Dealer and Investment Advisor. Lee has worked for various other firms including AXA Advisors, LLC, The Equitable Life Assurance Society of the United States, and Lazard Freres & Co. 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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
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NJ
10/10/2013 - Present
Advisors Capital Management, LLC (RIDGEWOOD NJ)
NY
06/03/1999 - 03/12/2013
AXA ADVISORS, LLC (NEW YORK NY)
NY
06/03/1999 - 01/05/2000
THE EQUITABLE LIFE ASSURANCE SOCIETY OF THE UNITED STATES (NEW YORK NY)
NY
10/31/1997 - 07/08/1998
LAZARD FRERES & CO. LLC (NEW YORK NY)
IA
Issued 06/05/2001
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/21/1998
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/11/2005
Series 24 - General Securities Principal Examination
BC
Issued 10/30/1997
Series 7 - General Securities Representative Examination
Active
Inactive
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