Edison LeeCRD Number: 5944598
Current Firm: Neuberger Berman LLC
Edison Lee (CRD# 5944598) is an Investment Advisor Representative working at Neuberger Berman LLC in New York, NY and has over 2 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Neuberger Berman LLC||New York, NY||Jun 2011 - Current||6|
|Baruch College||New York, NY||Feb 2009 - Jun 2013||4|
|Neuberger Berman LLC||New York, NY||Feb 2011 - Jun 2011||< 1|
|Merrill Lynch||New York, NY||Sep 2010 - Jan 2011||< 1|
|Agriculture Bank Of China||Guangzhou-guangdong,||Jul 2009 - Sep 2009||< 1|
|Bank Of Communications||Guangzhou-guangdong,||Jun 2009 - Jul 2009||< 1|
|Muji Times Square||New York, NY||May 2008 - May 2009||1|
|Borough Of Manhattan||New York, NY||Feb 2008 - Jan 2009||< 1|
|New Utrecht High School||Brooklyn, NY||Apr 2004 - Jan 2008||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Dec 2014|
Total Assets Under Management52,626MILLIONS
Total Number of Accounts40,700ACCOUNTS
Average Account Value$1,293,032
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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