Gregory Lee (CRD# 7773640) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Corte Madera, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Charles Schwab & Company, Inc. | Corte Madera, CA | Sep 2023 - Current | < 1 |
| Unemployed | San Francisco, CA | Mar 2023 - Sep 2023 | < 1 |
| Biomarin Pharmaceutical Inc. | Novato, CA | Aug 2022 - Mar 2023 | < 1 |
| Beacon Pointe Advisors | Campbell, CA | May 2021 - Aug 2022 | 1 |
| University Of San Francisco | San Francisco, CA | Jan 2016 - May 2021 | 5 |
| Chinatown Ymca | San Francisco, CA | Jun 2012 - Mar 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2023 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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