Lawrence Lee (CRD# 5066657) is an Investment Advisor Representative working at Gratus Capital, LLC in Atlanta, GA and has over 18 years of experience in the finance industry.
CRD# 5828415
Ajax Capital Advisors, Inc.
CRD# 5664472
Ajax Capital Advisors, Inc.
CRD# 2711031
Zwj Investment Counsel Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gratus Capital, LLC | Atlanta, GA | Dec 2014 - Current | 9 |
| Gratus Capital Management, LLC | Atlanta, GA | Sep 2013 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2006 |
- GA
- VA
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Total Assets Under Management2,745MILLIONS
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Total Number of Accounts2,929ACCOUNTS
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Average Account Value$937,125
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, KS, KY, LA, MA, MD, MI, MN, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI
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