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Lee William Gladden

WITHERSPOON ASSET MANAGEMENT LLC·PRINCETON, New Jersey
SIE, Series 22, Series 22TO, Series 63Clean recordWITHERSPOON ASSET MANAGEMENT LLC
15 CHAMBERS STREET, PRINCETON, NJ 08542CRD# 1821821Firm CRD# 165737

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lee William Gladden · PRINCETON, NJ
Registration
CRD #1821821 · WITHERSPOON ASSET MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 22
Series 22TO
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WITHERSPOON ASSET MANAGEMENT LLC
CRD 165737 · SEC 801-77245
AUM
$19M
Regulatory assets under management
Employees
3
1 client accounts
Services offered by WITHERSPOON ASSET MANAGEMENT LLC
Per Form ADV
Portfolio management (pooled investments)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Institutional Investors
View all advisors at WITHERSPOON ASSET MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Lee William Gladden offer?
Lee William Gladden specializes in Investment Management. Contact their office in PRINCETON, New Jersey for a consultation.
What are Lee William Gladden's credentials?
Lee William Gladden is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee William Gladden located?
Lee William Gladden is based in PRINCETON, New Jersey, working with WITHERSPOON ASSET MANAGEMENT LLC. Their office serves clients in the PRINCETON metropolitan area and surrounding communities.
How does Lee William Gladden charge for services?
Lee William Gladden's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WITHERSPOON ASSET MANAGEMENT LLC?
WITHERSPOON ASSET MANAGEMENT LLC has approximately 3 employees and manages $19M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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