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 1 year of experience in the finance industry.
Legacy Care Wealth, LLC
Altium Wealth Management LLC
Axa Advisors, LLC
|Neuberger Berman LLC||New York, NY||Jun 2011 - Current||5|
|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
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 of 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.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
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.