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Larry Chaiya Lee

L.S.Y., INC·SAN RAMON, California
Series 1Clean recordL.S.Y., INC
12667 ALCOSTA BLVD., SUITE 160, SAN RAMON, CA 94583CRD# 305344Firm CRD# 38

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Larry Chaiya Lee · SAN RAMON, CA
Registration
CRD #305344 · L.S.Y., INC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 1
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
L.S.Y., INC
CRD 38 · SEC 801-57838
AUM
$617M
Regulatory assets under management
Employees
32
1,815 client accounts
Services offered by L.S.Y., INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at L.S.Y., INC →
Introduction

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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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Clarence Yee
SAN RAMON, CA
Nicholas Cowles Cochran
SAN RAMON, CA

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