Unclaimed Profile

Bryan Matthew Lee

RESQ INVESTMENT PARTNERS, LLC·SCOTTSDALE, Arizona

Series 7, Series 66Clean record20 years registeredRESQ INVESTMENT PARTNERS, LLC

9260 E RAINTREE DR, SCOTTSDALE, AZ 85260CRD# 4779819Firm CRD# 169528

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bryan Matthew Lee · SCOTTSDALE, AZ

Registration

CRD #4779819 · RESQ INVESTMENT PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

TOTAL INVESTMENT MANAGEMENT, INC.

May 2006 – present

INVEST FINANCIAL CORPORATION

Mar 2006 – Nov 2008

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 2, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RESQ INVESTMENT PARTNERS, LLC

CRD 169528 · SEC 801-78822

AUM

$59M

Regulatory assets under management

Employees

2 client accounts

Services offered by RESQ INVESTMENT PARTNERS, LLC

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at RESQ INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Bryan Matthew Lee offer?

Bryan Matthew Lee specializes in Investment Management, Fee-Only Advisory. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Bryan Matthew Lee's credentials?

Bryan Matthew Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bryan Matthew Lee located?

Bryan Matthew Lee is based in SCOTTSDALE, Arizona, working with RESQ INVESTMENT PARTNERS, LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Bryan Matthew Lee charge for services?

Bryan Matthew Lee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RESQ INVESTMENT PARTNERS, LLC?

RESQ INVESTMENT PARTNERS, LLC has approximately 5 employees and manages $59M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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