Lee Scundi, financial advisor Mountain View CA

Lee Scundi

CRD Number: 4361893
Current Firm: Scundi Investment Management, LLC
Compensation Model: Fee Only

Lee Scundi (CRD# 4361893) is an Investment Advisor Representative working at Scundi Investment Management, LLC in Mountain View, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Quasar Distributors, LLC Milwaukee, WI Feb 2012 - Current 10
Niemann Capital Scotts Valley, CA Jan 2011 - Current 11
Scundi Investment Management, LLC Cupertino, CA Mar 2009 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2012
S65 NASAA Investment Advisors Law Examination Jul 2007
Contact Info for Lee A. Scundi
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    1
    ACCOUNTS
  • Average Account Value
    $1,000,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

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