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Sang Yup Lee

Blue OWL Securities

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About Sang Yup Lee

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.

Firm Information

Sang Lee is currently registered with Blue OWL Securities. Blue OWL Securities is a Limited Liability Company formed in December 2015. The firm is registered in all 50 states, the District of Columbia, and Puerto Rico. Blue OWL Securities is registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

34

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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Sang Lee’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sang Yup Lee.
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