Lee Scundi
CRD Number: 4361893Current Firm: Scundi Investment Management, LLC
Compensation Model: Fee Only
Lee Scundi (CRD# 4361893) is an Investment Advisor Representative working at Scundi Investment Management, LLC in Mountain View, CA and has over 15 years of experience in the finance industry.
CRD# 1351279
Lpl Financial LLC
CRD# 6828753
Fidelity Personal And Workplace Advisors
CRD# 2183126
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Quasar Distributors, LLC | Milwaukee, WI | Feb 2012 - Current | 12 |
| Niemann Capital | Scotts Valley, CA | Jan 2011 - Current | 13 |
| Scundi Investment Management, LLC | Cupertino, CA | Mar 2009 - Current | 15 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2012 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2007 |
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Total Assets Under Management1MILLIONS
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Total Number of Accounts1ACCOUNTS
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Average Account Value$500,000
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
CA
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