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David (nmn) Lee

CSAT INVESTMENT ADVISORY, L.P.·GREENWICH, Connecticut
Unclaimed Profile
71 ARCH STREET, GREENWICH, CT 06830CRD# 6035474Firm CRD# 161626
01

About

David (nmn) Lee is a registered financial advisor based in GREENWICH, Connecticut, affiliated with CSAT INVESTMENT ADVISORY, L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Institutional Investors
03

Firm Overview

Firm
CSAT INVESTMENT ADVISORY, L.P.
EXPONENTIAL ETFS
AUM
$108M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CSAT INVESTMENT ADVISORY, L.P. →
Services
Portfolio management (pooled investments)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 6035474
Firm CRD# 161626
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David (nmn) Lee offer?
David (nmn) Lee specializes in Investment Management, Wealth Management. Contact their office in GREENWICH, Connecticut for a consultation.
What are David (nmn) Lee's credentials?
David (nmn) Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David (nmn) Lee located?
David (nmn) Lee is based in GREENWICH, Connecticut, working with CSAT INVESTMENT ADVISORY, L.P.. Their office serves clients in the GREENWICH metropolitan area and surrounding communities.
How does David (nmn) Lee charge for services?
David (nmn) 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 CSAT INVESTMENT ADVISORY, L.P.?
CSAT INVESTMENT ADVISORY, L.P. has approximately 7 employees and manages $108M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Connecticut
STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)
City Guides
STAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN GuideNORWALK Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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