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Lee Harriss Roberts

SHARPVUE CAPITAL, LLC·RALEIGH, North Carolina
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3700 GLENWOOD AVE., RALEIGH, NC 27612CRD# 2897158Firm CRD# 304746
01

About

Lee Harriss Roberts is a registered financial advisor based in RALEIGH, North Carolina, affiliated with SHARPVUE CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
SHARPVUE CAPITAL, LLC
SHARPVUE CAPITAL, LLC
AUM
$318M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at SHARPVUE CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2897158
Firm CRD# 304746
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Lee Harriss Roberts offer?
Lee Harriss Roberts specializes in Retirement Planning. Contact their office in RALEIGH, North Carolina for a consultation.
What are Lee Harriss Roberts's credentials?
Lee Harriss Roberts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Harriss Roberts located?
Lee Harriss Roberts is based in RALEIGH, North Carolina, working with SHARPVUE CAPITAL, LLC. Their office serves clients in the RALEIGH metropolitan area and surrounding communities.
How does Lee Harriss Roberts charge for services?
Lee Harriss Roberts'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 SHARPVUE CAPITAL, LLC?
SHARPVUE CAPITAL, LLC has approximately 9 employees and manages $318M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in North Carolina
CHARLOTTE (678)GREENSBORO (123)CHAPEL HILL (112)DURHAM (111)ASHEVILLE (94)
City Guides
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Research
Advisor Fees in North CarolinaNational Fee Analysis
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