Bryan Lee, financial advisor Hunt Valley MD
88 score

Bryan Lee

CRD Number: 6319891
Current Firm: Pfe Advisors, Inc.

Bryan Lee (CRD# 6319891) is an Investment Advisor Representative working at Pfe Advisors, Inc. in Hunt Valley, MD and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Pfe Advisors, Inc. Newport Beach, CA Oct 2015 - Current 1
Psa Financial Advisors, Inc. Hunt Valley, MD Mar 2006 - Oct 2015 9
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Aug 2014
S63 Uniform Securities State Law Examination Sep 2014
Contact Info for Bryan L. Lee
Phone Number: 508-683-1400
Firm Website:
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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

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