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.
CRD# 1420183
Financial Life Focus, LLC
CRD# 2708116
Park Avenue Securities LLC
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 |
- NY
- TX
-
Total Assets Under Management371MILLIONS
-
Total Number of Accounts416ACCOUNTS
-
Average Account Value$891,634
- 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
CA, NY, TX
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