Maria Lee, financial advisor New York NY

Maria Lee

CRD Number: 5512674
Current Firm: Quantum Portfolio Management

Maria Lee (CRD# 5512674) is an Investment Advisor Representative working at Quantum Portfolio Management in New York, NY and has over 14 years of experience in the finance industry.

Similar Advisors
Michael Kay, financial advisor New York NY
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Eric Bloom, financial advisor New York NY
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
David Fowler, financial advisor New York NY
David A. Fowler
CRD# 5146297
Origin Investment Advisory LLC
Company Name Location Dates Years
Index Technologies Group, LLC New York, NY Sep 2023 - Current < 1
Custom Index Systems, Llc Dba Quantum Portfolio Management New York, NY Feb 2023 - Current 1
Raymond James & Associates New York, NY Apr 2018 - Jun 2023 5
Jpmorgan Securities LLC Los Angeles, CA Aug 2016 - Apr 2018 1
Unemployed Los Angeles, CA May 2016 - Aug 2016 < 1
Morgan Stanley Los Angeles, CA Apr 2013 - May 2016 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2009
Contact Info for Maria Lee
Phone Number: 212-466-6760
Firm Website: https://qmpm.com
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    371
    MILLIONS
  • Total Number of Accounts
    416
    ACCOUNTS
  • Average Account Value
    $891,634
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
Types of Clients
Registered States

CA, NY, TX

Ready to hire a financial advisor? Get competitive proposals from Maria Lee and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.