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Sophie Angela Lee

CYPRESS WEALTH ADVISORS LLC·SAN FRANCISCO, California
Unclaimed Profile
101 CALIFORNIA STREET, SAN FRANCISCO, CA 94111CRD# 6777619Firm CRD# 132498
01

About

Sophie Angela Lee is a registered financial advisor based in SAN FRANCISCO, California, affiliated with CYPRESS WEALTH ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
CYPRESS WEALTH ADVISORS LLC
CYPRESS WEALTH ADVISORS
AUM
$576M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at CYPRESS WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6777619
Firm CRD# 132498
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Sophie Angela Lee offer?
Sophie Angela Lee specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Sophie Angela Lee's credentials?
Sophie Angela Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Sophie Angela Lee located?
Sophie Angela Lee is based in SAN FRANCISCO, California, working with CYPRESS WEALTH ADVISORS LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Sophie Angela Lee charge for services?
Sophie Angela 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 CYPRESS WEALTH ADVISORS LLC?
CYPRESS WEALTH ADVISORS LLC has approximately 8 employees and manages $576M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CYPRESS WEALTH ADVISORS LLC

James Eugene Longinotti
SAN FRANCISCO, CA
Steven Wilfred Enos
SAN FRANCISCO, CA
Vincent Anthony Colabianchi
SAN FRANCISCO, CA
Barbara Hayes Young
SAN FRANCISCO, CA
Sean Jason Figueroa
SAN FRANCISCO, CA

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Research
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