Joonho Lee (CRD# 2900218) is an Investment Advisor Representative working at Burnham Sterling Asset Management LLC in Cos Cob, CT and has over 18 years of experience in the finance industry.
CRD# 2708116
Park Avenue Securities LLC
CRD# 4632189
Sarsi, LLC
CRD# 4846117
Hightower Advisors, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Babcock & Brown Investment Management | Cos Cob, CT | May 2016 - Current | 7 |
| Burnham Sterling Securities LLC | Cos Cob, CT | Sep 2013 - Current | 10 |
| Burnham Sterling & Company | Cos Cob, CT | Jan 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2005 |
| S63 | Uniform Securities State Law Examination | Sep 2014 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2016 |
- CT
-
Total Assets Under Management200MILLIONS
-
Total Number of Accounts1ACCOUNTS
-
Average Account Value$200,000,000
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CT
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