Unclaimed Profile

Faith Lee

SYNDICATED CAPITAL, INC.·DIAMOND BAR, California

SYNDICATED CAPITAL, INC.

21671 GATEWAY CENTER DRIVE, DIAMOND BAR, CA 91765CRD# 2715226Firm CRD# 29037

Profile Verification

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

Identity

Faith Lee · DIAMOND BAR, CA

Registration

CRD #2715226 · SYNDICATED CAPITAL, INC.

Brand Profile

Not yet started

Disclosure history

5 disclosures on file · See FINRA BrokerCheck for full record

About

Faith Lee is a registered financial advisor based in DIAMOND BAR, California, affiliated with SYNDICATED CAPITAL, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SYNDICATED CAPITAL, INC.

AUM

$115M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SYNDICATED CAPITAL, INC. →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Subscription fees

Other: 12B1; NTF MUTAL FUND SERVICE FEES

Regulatory

SEC/IARD CRD# 2715226

Firm CRD# 29037

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Faith Lee offer?

Faith Lee specializes in Financial Planning, Investment Management. Contact their office in DIAMOND BAR, California for a consultation.

What are Faith Lee's credentials?

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

Where is Faith Lee located?

Faith Lee is based in DIAMOND BAR, California, working with SYNDICATED CAPITAL, INC.. Their office serves clients in the DIAMOND BAR metropolitan area and surrounding communities.

How does Faith Lee charge for services?

Faith Lee's firm is compensated through percentage of aum, subscription fees, other: 12b1; ntf mutal fund service fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SYNDICATED CAPITAL, INC.?

SYNDICATED CAPITAL, INC. has approximately 12 employees and manages $115M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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