Man Lee, financial advisor Mount Arlington NJ

Man Lee

CRD Number: 7114668
Current Firm: Avantax Advisory Services

Man Lee (CRD# 7114668) is an Investment Advisor Representative working at Avantax Advisory Services in Mount Arlington, NJ and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Nisivoccia Wealth Advisors, LLC Mount Arlington, NJ Jan 2020 - Current 4
Avantax Insurance Agency And/or Avantax Insurance Services Mount Arlington, NJ Jan 2020 - Current 4
Nisivoccia LLP Mount Arlington, NJ Jan 2020 - Current 4
Avantax Insurance Services, Inc. Mount Arlington, NJ Nov 2019 - Current 4
Avantax Advisory Services Mount Arlington, NJ Oct 2019 - Current 4
Avantax Investment Services, Inc. Mount Arlington, NJ Oct 2019 - Current 4
Nisivoccia LLP Mount Arlington, NJ Sep 2004 - Current 19
1st Global Capital Corp. Mount Arlington, NJ May 2019 - Oct 2019 < 1
1st Global Advisors Inc. Mount Arlington, NJ May 2019 - Oct 2019 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2019
Contact Info for Man C. Lee
Phone Number: 972-870-6000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    41,696
    MILLIONS
  • Total Number of Accounts
    131,534
    ACCOUNTS
  • Average Account Value
    $316,996
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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