Unclaimed Profile

Joonho Lee

BURNHAM STERLING ASSET MANAGEMENT LLC·COS COB, Connecticut

Clean recordBURNHAM STERLING ASSET MANAGEMENT LLC

29 RIVER ROAD, COS COB, CT 06807CRD# 2900218Firm CRD# 283907

Profile Verification

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

Identity

Joonho Lee · COS COB, CT

Registration

CRD #2900218 · BURNHAM STERLING ASSET MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joonho Lee is a registered financial advisor based in COS COB, Connecticut, affiliated with BURNHAM STERLING ASSET MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

Speak with Joonho

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Joonho is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

BURNHAM STERLING ASSET MANAGEMENT LLC

AUM

$200M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BURNHAM STERLING ASSET MANAGEMENT LLC →

Services

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 2900218

Firm CRD# 283907

View on FINRA BrokerCheck →

Looking for a financial advisor in COS COB?

Browse all registered financial advisors in COS COB, Connecticut or claim this profile if it's yours.

Browse COS COB Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Joonho Lee offer?

Joonho Lee specializes in Retirement Planning, Wealth Management. Contact their office in COS COB, Connecticut for a consultation.

What are Joonho Lee's credentials?

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

Where is Joonho Lee located?

Joonho Lee is based in COS COB, Connecticut, working with BURNHAM STERLING ASSET MANAGEMENT LLC. Their office serves clients in the COS COB metropolitan area and surrounding communities.

How does Joonho Lee charge for services?

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

How large is BURNHAM STERLING ASSET MANAGEMENT LLC?

BURNHAM STERLING ASSET MANAGEMENT LLC has approximately 4 employees and manages $200M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →