Unclaimed Profile

Albert Y Lee

LATTICE STRATEGIES LLC·SAN FRANCISCO, California

Clean recordLATTICE STRATEGIES LLC

101 MONTGOMERY ST, SAN FRANCISCO, CA 94104CRD# 4072116Firm CRD# 130373

Profile Verification

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

Identity

Albert Y Lee · SAN FRANCISCO, CA

Registration

CRD #4072116 · LATTICE STRATEGIES LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Albert Y Lee is a registered financial advisor based in SAN FRANCISCO, California, affiliated with LATTICE STRATEGIES LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

LATTICE STRATEGIES LLC

HARTFORD FUNDS

AUM

$2.1B

Regulatory assets under management

Employees

384

Total firm employees

View all advisors at LATTICE STRATEGIES LLC →

Services

Portfolio management (pooled investments)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4072116

Firm CRD# 130373

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Albert Y Lee offer?

Albert Y Lee specializes in Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are Albert Y Lee's credentials?

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

Where is Albert Y Lee located?

Albert Y Lee is based in SAN FRANCISCO, California, working with LATTICE STRATEGIES LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Albert Y Lee charge for services?

Albert Y 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 LATTICE STRATEGIES LLC?

LATTICE STRATEGIES LLC has approximately 384 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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