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Stacie Lee

Charles Schwab Investment Management, Inc.

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About Stacie Lee

Stacie Lee is an investment advisor representative currently registered with Charles Schwab Investment Management, Inc. and has over 17 years of experience in the financial services industry. Stacie Lee has held previous positions with CHARLES SCHWAB & CO., INC. and GENEOS WEALTH MANAGEMENT, INC.. Stacie Lee is licensed to provide investment advisory services in Colorado.

Firm Information

Stacie Lee is currently registered with Charles Schwab Investment Management, Inc.. Charles Schwab Investment Management, Inc. is an investment advisor headquartered in San Francisco, California. With over $1 trillion in regulatory assets under management, the firm provides portfolio management services for individuals, investment companies, businesses, and pooled investment vehicles. They also offer selection of other advisers.
Charles Schwab Investment Management, Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

$1.10T

Assets Under Management

Not reported

Total Clients

37

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.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Costs

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Stacie Lee’s Registration & Firm History

CO

03/14/2024 - Present

Charles Schwab Investment Management, Inc. (Lone Tree CO)

CO

09/13/2017 - 03/14/2024

CHARLES SCHWAB & CO., INC. (Lone Tree CO)

CO

05/22/2007 - 08/16/2017

GENEOS WEALTH MANAGEMENT, INC. (ENGLEWOOD CO)

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Licenses & Designations

BOTH

Issued 03/10/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/21/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/21/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stacie Lee.
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