Arthur Lee, financial advisor Washington DC

Arthur Lee

CRD Number: 2401933
Current Firm: Citigroup Global Markets Inc.

Arthur Lee (CRD# 2401933) is an Investment Advisor Representative working at Citigroup Global Markets Inc. in Washington, DC and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Citigroup Washington, DC Aug 2019 - Current 2
Unemployed Potomac, MD Sep 2018 - Jul 2019 < 1
Hbeck Inc. Bethesda, MD May 2018 - Aug 2018 < 1
Unemployed Potomac, MD May 2017 - Apr 2018 < 1
Scottrade, Inc. Bethesda, MD Mar 2003 - Apr 2017 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1993
S66 NASAA Uniform Combined State Law Examination Sep 2018
Contact Info for Arthur Lee
Phone Number: 212-816-6000
Registered State(s):
  • DC
By the Numbers
  • Total Assets Under Management
    38,272
    MILLIONS
  • Total Number of Accounts
    51,112
    ACCOUNTS
  • Average Account Value
    $748,782
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Publication of periodicals or newsletters
  • Security ratings or pricing services
  • 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, 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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