Lee GrichuhinCRD Number: 873005
Current Firm: Strategy Asset Managers LLC
Lee Grichuhin (CRD# 873005) is an Investment Advisor Representative working at Strategy Asset Managers LLC in Gold River, CA and has over 30 years of experience in the finance industry.
Clarion Advisors Inc.
Adams Ashby Financial Advisors
Three Oaks Capital Management
|Strategy Asset Management||New York, NY||Jun 2001 - Current||17|
|Mid Atlantic Capital Corporation||Pittsburgh, PA||May 2004 - Jul 2014||10|
|Mid Atlantic Financial Management, Inc.||Pittsburgh, PA||May 2004 - Jul 2014||10|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1988|
|S65||NASAA Investment Advisors Law Examination||Apr 1994|
Total Assets Under Management519MILLIONS
Total Number of Accounts500ACCOUNTS
Average Account Value$1,037,922
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, CA, CT, FL, HI, KY, LA, MI, NC, NJ, NV, NY, PA, TX, UT, WA, WV
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