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Philip Clayton Lee

FINANCIALLY IN TUNE, LLC·STONEHAM, Massachusetts
Clean recordFINANCIALLY IN TUNE, LLC
92 MONTVALE AVENUE, STONEHAM, MA 02180CRD# 4551413Firm CRD# 156200

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Philip Clayton Lee · STONEHAM, MA
Registration
CRD #4551413 · FINANCIALLY IN TUNE, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
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 at FINANCIALLY IN TUNE, LLC

Amanda Anne Magee
STONEHAM, MA
Jeanne Gibson Sullivan
STONEHAM, MA

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Research
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