Hyun Soo Lee, financial advisor Los Gatos CA
90 score

Hyun Soo Lee

CRD Number: 5890771
Current Firm: Om Pacific Capital LLC

Hyun Soo Lee (CRD# 5890771) is an Investment Advisor Representative working at Om Pacific Capital LLC in Los Gatos, CA and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Om Pacific Capital, LLC Los Gatos, CA Jan 2016 - Current 2
Bank Of America, N.a. San Jose, CA Jan 2012 - Jan 2016 4
Merrill Lynch, Pierce, Fenner And Smith San Jose, CA Jul 2011 - Jan 2016 4
Morgan Stanley Smith Barney Walnut Creek, CA Feb 2011 - Jul 2011 < 1
Venture Source Group LLC San Jose, CA Jul 2006 - Jan 2011 4
K1 & Associates Fremont, CA Jan 2003 - Jun 2007 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2011
S65 NASAA Investment Advisors Law Examination Nov 2011
Contact Info for Hyun Soo Lee
Phone Number: 415-234-3581
Registered State(s):
  • CA
Current Firm Details
Om Pacific Capital LLC
Firm's CRD Number: 269970
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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This advisor has a clean track record with regulators.

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