Unclaimed Profile

Bryan James Lee

BLUE ZONE WEALTH ADVISORS, LLC·LOS ANGELES, California

Series 7, Series 66CFAClean record13 years registeredBLUE ZONE WEALTH ADVISORS, LLC

11812 SAN VICENTE BLVD., LOS ANGELES, CA 90049CRD# 6104937Firm CRD# 305943

Profile Verification

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

Identity

Bryan James Lee · LOS ANGELES, CA

Registration

CRD #6104937 · BLUE ZONE WEALTH ADVISORS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

BLUE ZONE WEALTH ADVISORS, LLC

Feb 2020 – present

PRIVATE MANAGEMENT GROUP INC

Mar 2013 – Jan 2020

IRVINE, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · March 12, 2013

Years registered · 13

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BLUE ZONE WEALTH ADVISORS, LLC

CRD 305943 · SEC 801-117548

AUM

$462M

Regulatory assets under management

Employees

414 client accounts

Services offered by BLUE ZONE WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BLUE ZONE WEALTH ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Bryan James Lee offer?

Bryan James Lee specializes in Financial Planning, Investment Management. Contact their office in LOS ANGELES, California for a consultation.

What are Bryan James Lee's credentials?

Bryan James Lee holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Bryan James Lee located?

Bryan James Lee is based in LOS ANGELES, California, working with BLUE ZONE WEALTH ADVISORS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Bryan James Lee charge for services?

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

How large is BLUE ZONE WEALTH ADVISORS, LLC?

BLUE ZONE WEALTH ADVISORS, LLC has approximately 5 employees and manages $462M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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