Unclaimed
Sang Lee is a financial advisor with over 20 years of experience in the industry. Sang is currently registered with Blue Owl Securities, and has previously held positions with firms like Citigroup Global Markets Inc. and Lehman Brothers Inc. Sang's primary registration is in Broker-Dealer (BC) and is licensed to provide financial services across all 50 states.
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.
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.
1
2
NY
05/30/2023 - Present
Blue OWL Securities (New York NY)
NY
12/03/2002 - 08/22/2008
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
NJ
06/24/1994 - 10/02/2002
DONALDSON, LUFKIN & JENRETTE SECURITIES CORPORATION (JERSEY CITY NJ)
NY
12/08/1993 - 07/07/1994
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
12/08/1993 - 07/07/1994
LEHMAN GOVERNMENT SECURITIES INC.
NA
12/08/1993 - 07/07/1994
LEHMAN SPECIAL SECURITIES INC.
NY
12/07/1990 - 10/20/1993
KIDDER, PEABODY & CO. INCORPORATED (NEW YORK NY)
BC
Issued 10/19/2023
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/13/2004
Series 24 - General Securities Principal Examination
BC
Issued 05/30/2023
Series 7TO - General Securities Representative Examination
BC
Issued 12/05/1990
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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