Patricia Lee, financial advisor New York NY

Patricia Lee

CRD Number: 2375125
Current Firm: Advice And Planning Services

Patricia Lee (CRD# 2375125) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 18 years of experience in the finance industry.

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Origin Investment Advisory LLC
Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Iselin, NJ May 2015 - Current 8
Tiaa Iselin, NJ May 2015 - Current 8
Pnc Bank South Edison, NJ Feb 2013 - May 2015 2
Pnc Investments LLC Pittsburgh, PA Feb 2013 - May 2015 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2005
S66 NASAA Uniform Combined State Law Examination Apr 2013
Contact Info for Patricia Lee
Phone Number: 212-490-9000
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    30,907
    MILLIONS
  • Total Number of Accounts
    76,892
    ACCOUNTS
  • Average Account Value
    $401,951
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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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