Alex Lee (CRD# 5513235) is an Investment Advisor Representative working at Allied Private Wealth in Boca Raton, FL and has over 10 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 1235698
World Equity Group, Inc.
CRD# 5870573
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Sky Alpha Asset Advisors LLC | Boca Raton, FL | Aug 2018 - Current | 5 |
| Oppenheimer & Company Inc.` | Boca Raton, FL | Nov 2017 - Aug 2018 | < 1 |
| Morgan Stanley Private Bank, National Association | New York, NY | Jan 2015 - Nov 2017 | 2 |
| Morgan Stanley | Boca Raton, FL | Jan 2014 - Jan 2015 | 1 |
| Nova Southeastern University Shepard Broad Law Center | Boca Raton, FL | Aug 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2014 |
- FL
-
Total Assets Under Management106MILLIONS
-
Total Number of Accounts173ACCOUNTS
-
Average Account Value$614,324
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL
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