Lee Shedroff, financial advisor Peoria AZ

Lee Shedroff

CRD Number: 1414011
Current Firm: Avantax Advisory Services

Lee Shedroff (CRD# 1414011) is an Investment Advisor Representative working at Avantax Advisory Services in Peoria, AZ and has over 38 years of experience in the finance industry. Lee Shedroff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Avantax Insurance Services, LLC Peoria, AZ Mar 2014 - Current 10
Avantax Investment Services, Inc. Peoria, AZ May 2013 - Current 10
Avantax Investment Services, Inc. Peoria, AZ Apr 2013 - Current 10
Arizona Friends Of Israel Scouts Scottsdale, AZ Mar 2013 - Current 11
Boy Scouts Of America Irving, TX Jan 2005 - Current 19
Lee Shedroff Tax Practice Phoenix, AZ Dec 1982 - Current 41
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1985
Contact Info for Lee F. Shedroff
Phone Number: 972-870-6000
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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, VT, WA, WI, WV, WY

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