Nadine Lee, financial advisor Armonk NY
96 score

Nadine Lee

CRD Number: 3006825
Current Firm: The Colony Group, LLC

Nadine Lee (CRD# 3006825) is an Investment Advisor Representative working at The Colony Group, LLC in Armonk, NY and has over 18 years of experience in the finance industry. Nadine Lee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
The Colony Group, LLC Boston, MA Oct 2013 - Current 3
Prosper Advisors LLC Armonk, NY Feb 2002 - Sep 2013 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
Contact Info for Nadine G. Lee
Phone Number: 617-723-8200
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    4,863
    MILLIONS
  • Total Number of Accounts
    6,766
    ACCOUNTS
  • Average Account Value
    $718,705
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, DE, FL, GA, IL, IN, LA, MA, MD, ME, MI, NC, NH, NJ, NY, OH, PA, RI, SC, TN, TX, VA, VT

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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