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Larry Chaiya Lee

L.S.Y., INC·SAN RAMON, California
Unclaimed Profile
12667 ALCOSTA BLVD., SUITE 160, SAN RAMON, CA 94583CRD# 305344Firm CRD# 38
01

About

Larry Chaiya Lee is a registered financial advisor based in SAN RAMON, California, affiliated with L.S.Y., INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
L.S.Y., INC
AMERICAN INVESTORS CO
AUM
$617M
Regulatory assets under management
Employees
32
Total firm employees
View all advisors at L.S.Y., INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
Regulatory
SEC/IARD CRD# 305344
Firm CRD# 38
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Larry Chaiya Lee offer?
Larry Chaiya Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN RAMON, California for a consultation.
What are Larry Chaiya Lee's credentials?
Larry Chaiya Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Larry Chaiya Lee located?
Larry Chaiya Lee is based in SAN RAMON, California, working with L.S.Y., INC. Their office serves clients in the SAN RAMON metropolitan area and surrounding communities.
How does Larry Chaiya Lee charge for services?
Larry Chaiya Lee's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is L.S.Y., INC?
L.S.Y., INC has approximately 32 employees and manages $617M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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