Unclaimed Profile

Adam Lawrence Altus

LEE CAPITAL MANAGEMENT LP·WELLESLEY, Massachusetts

SIE, Series 7, Series 63, Series 65, Series 79Clean record10 years registeredLEE CAPITAL MANAGEMENT LP

57 RIVER STREET, WELLESLEY, MA 02481CRD# 6551810Firm CRD# 283304

Profile Verification

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

Identity

Adam Lawrence Altus · WELLESLEY, MA

Registration

CRD #6551810 · LEE CAPITAL MANAGEMENT LP · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEE CAPITAL MANAGEMENT LP

TRUST ADVISORY GROUP LTD

Jun 2016 – Jun 2018

Hewlett, NY

F-SQUARED INVESTMENTS, INC

Sep 2015 – Sep 2015

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Series 65

Series 79

Registration record

First registered · September 2, 2015

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

3D/L CAPITAL MANAGEMENT, LLC

CRD 283304 · SEC 801-107874

AUM

$574M

Regulatory assets under management

Employees

1,422 client accounts

Services offered by 3D/L CAPITAL MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at 3D/L CAPITAL MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Adam Lawrence Altus offer?

Adam Lawrence Altus specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Adam Lawrence Altus's credentials?

Adam Lawrence Altus is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Adam Lawrence Altus located?

Adam Lawrence Altus is based in WELLESLEY, Massachusetts, last registered with LEE CAPITAL MANAGEMENT LP.

How does Adam Lawrence Altus charge for services?

Adam Lawrence Altus's firm is compensated through percentage of aum, other: subadvisor and model provider/strategist fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEE CAPITAL MANAGEMENT LP?

LEE CAPITAL MANAGEMENT LP has approximately 14 employees and manages $574M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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