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Susan Reaves Lee

Ingalls & Snyder, LLC

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About Susan Reaves Lee

Susan Reaves Lee is a financial advisor at Ingalls & Snyder, LLC. Susan has been in the financial services industry since 2015. She has a Series 7, Series 63, and SIE license. Susan has experience working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses. Susan's experience includes providing financial planning, educational seminars, and portfolio management services.

Firm Information

Susan Lee is currently registered with Ingalls & Snyder, LLC. Ingalls & Snyder, LLC, is a Limited Liability Company that has been approved since January 2, 1996. The firm's main office is located in NEW YORK, NY. The firm offers a range of advisory services, including financial planning, educational seminars, selection of other advisors, portfolio management for businesses and individuals, and portfolio management for pooled investment vehicles. The firm has approximately $6,897,915,721 in regulatory assets under management, with 4,189 total accounts. The firm serves a variety of clients including high-net-worth individuals, corporations or other businesses, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
Ingalls & Snyder, LLC

1 ROCKEFELLER PLAZA

NEW YORK, NY 10020

$6.90B

Assets Under Management

1

Total Clients

45

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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please see "miscellaneous" on schedule d.

Please see "miscellaneous" on schedule d.

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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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Susan Lee’s Registration & Firm History

NY

07/08/2021 - Present

Ingalls & Snyder, LLC (NEW YORK NY)

NY

02/04/2015 - 06/18/2018

TOCQUEVILLE SECURITIES L.P. (NEW YORK NY)

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Licenses & Designations

BC

Issued 03/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/04/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Susan Reaves Lee.
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