Moira Lee, financial advisor Skokie IL

Moira Lee

CRD Number: 6576656
Current Firm: Cetera Investment Advisers LLC

Moira Lee (CRD# 6576656) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Skokie, IL and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Schaumburg, IL Jun 2018 - Current 3
Cetera Financial Specialists, LLC Schaumburg, IL Nov 2017 - Current 3
Cornerstone Advisers, LLC Skokie, IL Nov 2017 - Current 3
Moira J Lee, Esq Chicago, IL Sep 2017 - Current 4
Cetera Financial Specialists, LLC Schaumburg, IL Oct 2017 - Nov 2017 < 1
David Strulowitz Skokie, IL Oct 2015 - Nov 2017 2
Home Chicago, IL Jun 2014 - Oct 2015 1
Waltz, Palmer And Dawson Rolling Meadows, IL Feb 2014 - Jun 2014 < 1
Home Chicago, IL Jun 2010 - Jan 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2018
S63 Uniform Securities State Law Examination Nov 2017
Contact Info for Moira J. Lee
Phone Number: 888-528-2987
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    28,326
    MILLIONS
  • Total Number of Accounts
    129,758
    ACCOUNTS
  • Average Account Value
    $218,298
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 businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, VI, VT, WA, WI, WV, WY

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