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Kerry Douglas Lee

ALTAMIRA FINANCIAL GROUP, LLC·SANTA FE, New Mexico
Clean recordALTAMIRA FINANCIAL GROUP, LLC
1012 MARQUEZ PLACE, SANTA FE, NM 87505CRD# 2688537Firm CRD# 316907

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kerry Douglas Lee · SANTA FE, NM
Registration
CRD #2688537 · ALTAMIRA FINANCIAL GROUP, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kerry Douglas Lee is a registered financial advisor based in SANTA FE, New Mexico, affiliated with ALTAMIRA FINANCIAL GROUP, 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
Introduction

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03

Firm Overview

Firm
ALTAMIRA FINANCIAL GROUP, LLC
ALTAMIRA FINANCIAL GROUP, LLC
AUM
$91M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at ALTAMIRA FINANCIAL GROUP, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2688537
Firm CRD# 316907
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kerry Douglas Lee offer?
Kerry Douglas Lee specializes in Financial Planning, Investment Management. Contact their office in SANTA FE, New Mexico for a consultation.
What are Kerry Douglas Lee's credentials?
Kerry Douglas Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kerry Douglas Lee located?
Kerry Douglas Lee is based in SANTA FE, New Mexico, working with ALTAMIRA FINANCIAL GROUP, LLC. Their office serves clients in the SANTA FE metropolitan area and surrounding communities.
How does Kerry Douglas Lee charge for services?
Kerry Douglas Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ALTAMIRA FINANCIAL GROUP, LLC?
ALTAMIRA FINANCIAL GROUP, LLC has approximately 4 employees and manages $91M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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