Seung Lee, financial advisor Edison NJ
89 score

Seung Lee

CRD Number: 6266473
Current Firm: Pnc Investments

Seung Lee (CRD# 6266473) is an Investment Advisor Representative working at Pnc Investments in Edison, NJ and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pnc Investments Edison, NJ Jun 2014 - Current 2
Pnc Bank Edison, NJ Jun 2014 - Current 2
Pnc Investments LLC Pittsburgh, PA Nov 2013 - Jun 2014 < 1
Pnc Bank Bernardsville, NJ Jun 2013 - Jun 2014 1
Rutgers University New Brunswick New Brunswick, NJ Sep 2009 - May 2013 3
Ramapo Highschool Franklin Lakes, NJ Sep 2005 - Jun 2009 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2014
Contact Info for Seung J. Lee
Phone Number: 800-762-6111
Firm Website: http://www.pnc.com
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    11,195
    MILLIONS
  • Total Number of Accounts
    78,826
    ACCOUNTS
  • Average Account Value
    $142,023
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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