Unclaimed Profile

Kevin Russell Orr

LEE CAPITAL MANAGEMENT LP·WELLESLEY, Massachusetts

Series 7, Series 24, Series 63, Series 65Clean record14 years registeredLEE CAPITAL MANAGEMENT LP

57 RIVER STREET, WELLESLEY, MA 02481CRD# 2412168Firm CRD# 283304

Profile Verification

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

Identity

Kevin Russell Orr · WELLESLEY, MA

Registration

CRD #2412168 · LEE CAPITAL MANAGEMENT LP · 14 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: LEE CAPITAL MANAGEMENT LP

3D/L CAPITAL MANAGEMENT, LLC

May 2017 – Oct 2021

HARTFORD, CT

F-SQUARED INVESTMENTS, INC

Dec 2011 – Sep 2015

WELLESLEY, MA

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 20, 2011

Years registered · 14

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 Kevin Russell Orr offer?

Kevin Russell Orr specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Kevin Russell Orr's credentials?

Kevin Russell Orr is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin Russell Orr located?

Kevin Russell Orr is based in WELLESLEY, Massachusetts, last registered with LEE CAPITAL MANAGEMENT LP.

How does Kevin Russell Orr charge for services?

Kevin Russell Orr'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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