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Philip Clayton Lee

FINANCIALLY IN TUNE, LLC·STONEHAM, Massachusetts
Unclaimed Profile
92 MONTVALE AVENUE, STONEHAM, MA 02180CRD# 4551413Firm CRD# 156200
01

About

Philip Clayton Lee is a registered financial advisor based in STONEHAM, Massachusetts, affiliated with FINANCIALLY IN TUNE, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIALLY IN TUNE, LLC
FINANCIALLY IN TUNE
AUM
$223M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at FINANCIALLY IN TUNE, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4551413
Firm CRD# 156200
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Philip Clayton Lee offer?
Philip Clayton Lee specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STONEHAM, Massachusetts for a consultation.
What are Philip Clayton Lee's credentials?
Philip Clayton Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Philip Clayton Lee located?
Philip Clayton Lee is based in STONEHAM, Massachusetts, working with FINANCIALLY IN TUNE, LLC. Their office serves clients in the STONEHAM metropolitan area and surrounding communities.
How does Philip Clayton Lee charge for services?
Philip Clayton Lee's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIALLY IN TUNE, LLC?
FINANCIALLY IN TUNE, LLC has approximately 4 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in STONEHAM
Harold Guy Richardson — DEVONSHIRE ASSET MANAGEMENT, INC.Thomas E Wade — DEVONSHIRE ASSET MANAGEMENT, INC.Amanda Anne Magee — FINANCIALLY IN TUNE, LLCJeanne Gibson Sullivan — FINANCIALLY IN TUNE, LLC
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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