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Christopher James Lee

ROUND TABLE CAPITAL MANAGEMENT, LP·MIAMI, Florida
Clean recordROUND TABLE CAPITAL MANAGEMENT, LP
120 NW 25TH STREET, MIAMI, FL 33127CRD# 6080855Firm CRD# 307065

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Christopher James Lee · MIAMI, FL
Registration
CRD #6080855 · ROUND TABLE CAPITAL MANAGEMENT, LP
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Christopher James Lee is a registered financial advisor based in MIAMI, Florida, affiliated with ROUND TABLE CAPITAL MANAGEMENT, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
ROUND TABLE CAPITAL MANAGEMENT, L.P.
RTC PARTNERS
AUM
$212M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ROUND TABLE CAPITAL MANAGEMENT, L.P. →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 6080855
Firm CRD# 307065
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Christopher James Lee offer?
Christopher James Lee specializes in Retirement Planning. Contact their office in MIAMI, Florida for a consultation.
What are Christopher James Lee's credentials?
Christopher James Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Christopher James Lee located?
Christopher James Lee is based in MIAMI, Florida, working with ROUND TABLE CAPITAL MANAGEMENT, LP. Their office serves clients in the MIAMI metropolitan area and surrounding communities.
How does Christopher James Lee charge for services?
Christopher James 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 ROUND TABLE CAPITAL MANAGEMENT, LP?
ROUND TABLE CAPITAL MANAGEMENT, LP has approximately 4 employees and manages $212M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Anthony Brindisi
MIAMI, FL
Ashley Chang
MIAMI, FL

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