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Albert Lee

AMERICAN PARTNERS FINANCIAL SERVICES LLC·EAST BRUNSWICK, New Jersey
Clean recordAMERICAN PARTNERS FINANCIAL SERVICES LLC
293 STATE RT. 18 SOUTH, EAST BRUNSWICK, NJ 08816CRD# 6935479Firm CRD# 293290

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Albert Lee · EAST BRUNSWICK, NJ
Registration
CRD #6935479 · AMERICAN PARTNERS FINANCIAL SERVICES LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Albert Lee is a registered financial advisor based in EAST BRUNSWICK, New Jersey, affiliated with AMERICAN PARTNERS FINANCIAL SERVICES LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
AMERICAN PARTNERS FINANCIAL SERVICES LLC
AMERICAN PARTNERS FINANCIAL SERVICES LLC
AUM
Regulatory assets under management
Employees
1
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Hourly charges
Fixed fees
Subscription fees
Regulatory
SEC/IARD CRD# 6935479
Firm CRD# 293290
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Albert Lee offer?
Albert Lee specializes in Financial Planning, Investment Management. Contact their office in EAST BRUNSWICK, New Jersey for a consultation.
What are Albert Lee's credentials?
Albert Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Albert Lee located?
Albert Lee is based in EAST BRUNSWICK, New Jersey, working with AMERICAN PARTNERS FINANCIAL SERVICES LLC. Their office serves clients in the EAST BRUNSWICK metropolitan area and surrounding communities.
How does Albert Lee charge for services?
Albert Lee's firm is compensated through hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AMERICAN PARTNERS FINANCIAL SERVICES LLC?
AMERICAN PARTNERS FINANCIAL SERVICES LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
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