Unclaimed Profile

Lee C Andreatta

ADVYZON INVESTMENT MANAGEMENT, LLC·LISLE, Illinois

SIE, Series 3, Series 7, Series 7TO, Series 63, Series 66Clean record22 years registeredADVYZON INVESTMENT MANAGEMENT, LLC

4300 COMMERCE COURT, LISLE, IL 60532CRD# 2968588Firm CRD# 318816

Profile Verification

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

Identity

Lee C Andreatta · LISLE, IL

Registration

CRD #2968588 · ADVYZON INVESTMENT MANAGEMENT, LLC · 22 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADVYZON INVESTMENT MANAGEMENT, LLC

CHARIOT CAPITAL ADVISORS LLC

Jul 2004 – Aug 2004

OAK BROOK, IL

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 7TO

Series 63

Series 66

Registration record

First registered · July 14, 2004

Years registered · 22

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVYZON INVESTMENT MANAGEMENT, LLC

CRD 318816 · SEC 801-123361

AUM

$208M

Regulatory assets under management

Employees

1,136 client accounts

Services offered by ADVYZON INVESTMENT MANAGEMENT, LLC

Per Form ADV

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ADVYZON INVESTMENT MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Lee C Andreatta offer?

Lee C Andreatta specializes in Investment Management, Fee-Only Advisory.

What are Lee C Andreatta's credentials?

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

Where is Lee C Andreatta located?

Lee C Andreatta is based in LISLE, Illinois, last registered with ADVYZON INVESTMENT MANAGEMENT, LLC.

How does Lee C Andreatta charge for services?

Lee C Andreatta's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVYZON INVESTMENT MANAGEMENT, LLC?

ADVYZON INVESTMENT MANAGEMENT, LLC has approximately 7 employees and manages $208M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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