Reanna Lee, financial advisor Miami Beach FL
93 score

Reanna Lee

CRD Number: 6117605
Current Firm: Thomas J. Herzfeld Advisors, Inc.

Reanna Lee (CRD# 6117605) is an Investment Advisor Representative working at Thomas J. Herzfeld Advisors, Inc. in Miami Beach, FL and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Thomas J. Herzfeld Advisors, Inc. Miami Beach, FL May 2012 - Current 5
Reanna J M Lee, P.a. Coral Gables, FL Jan 2012 - Current 6
N/a Miami Beach, FL May 2011 - Jan 2012 < 1
Unh School Of Law Concord, NH Aug 2008 - May 2011 2
Unh School Of Law Concord, NH Aug 2008 - May 2011 2
The Law Offices Of Kevin Dennis Coral Gables, FL Jun 2010 - Aug 2010 < 1
University College Cork Cork, Jun 2009 - Jul 2009 < 1
N/a Miami Beach, FL May 2008 - Aug 2008 < 1
Abg Company Coral Gables, FL May 2007 - Aug 2008 1
University Of Illinois Urbana-champaign Champaign-urbana, IL Aug 2004 - May 2008 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Reanna J. Lee
Phone Number: 305-271-1900
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States


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