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Susan Lee

BRIDGEHAMPTON CAPITAL MANAGEMENT LLC·BRIDGEHAMPTON, New York
SIE, Series 7, Series 63Clean record5 years registeredBRIDGEHAMPTON CAPITAL MANAGEMENT LLC
2304 MAIN STREET, BRIDGEHAMPTON, NY 11932-1521CRD# 6136863Firm CRD# 151755

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Susan Lee · BRIDGEHAMPTON, NY
Registration
CRD #6136863 · BRIDGEHAMPTON CAPITAL MANAGEMENT LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

INGALLS & SNYDER LLC
Jul 2021 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Registration record
First registered · July 8, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BRIDGEHAMPTON CAPITAL MANAGEMENT LLC
CRD 151755 · SEC 801-70934
AUM
$81M
Regulatory assets under management
Employees
8
4 client accounts
Services offered by BRIDGEHAMPTON CAPITAL MANAGEMENT LLC
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Pension consulting
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
Pension & Retirement Plans
View all advisors at BRIDGEHAMPTON CAPITAL MANAGEMENT LLC →
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05

Frequently Asked Questions

What services does Susan Lee offer?
Susan Lee specializes in Investment Management, Retirement Planning. Contact their office in BRIDGEHAMPTON, New York for a consultation.
What are Susan Lee's credentials?
Susan Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Susan Lee located?
Susan Lee is based in BRIDGEHAMPTON, New York, working with BRIDGEHAMPTON CAPITAL MANAGEMENT LLC. Their office serves clients in the BRIDGEHAMPTON metropolitan area and surrounding communities.
How does Susan Lee charge for services?
Susan Lee's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is BRIDGEHAMPTON CAPITAL MANAGEMENT LLC?
BRIDGEHAMPTON CAPITAL MANAGEMENT LLC has approximately 8 employees and manages $81M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at BRIDGEHAMPTON CAPITAL MANAGEMENT LLC

Kenneth Ewell Lee
BRIDGEHAMPTON, NY
Blake Tamblyn Davis
BRIDGEHAMPTON, NY

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