Unclaimed Profile

Mariane Ashley Lee

HUB INVESTMENT PARTNERS, LLC·AUSTIN, Texas

SIE, Series 14, Series 24, Series 63, Series 65, Series 79TOClean record3 years registeredHUB INVESTMENT PARTNERS, LLC

900 S. CAPITAL OF TX HIGHWAY, AUSTIN, TX 78746CRD# 4532268Firm CRD# 307956

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Mariane Ashley Lee · AUSTIN, TX

Registration

CRD #4532268 · HUB INVESTMENT PARTNERS, LLC · 3 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: HUB INVESTMENT PARTNERS, LLC

HUB INTERNATIONAL INVESTMENT SERVICES INC. (HIIS)

Aug 2023 – Oct 2023

SAN RAFAEL, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 14

Series 24

Series 63

Series 65

Series 79TO

Registration record

First registered · August 7, 2023

Years registered · 3

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HUB INVESTMENT PARTNERS, LLC

CRD 307956 · SEC 801-118346

AUM

$7.3B

Regulatory assets under management

Employees

2,202 client accounts

Services offered by HUB INVESTMENT PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HUB INVESTMENT PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Mariane Ashley Lee offer?

Mariane Ashley Lee specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Mariane Ashley Lee's credentials?

Mariane Ashley Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Mariane Ashley Lee located?

Mariane Ashley Lee is based in AUSTIN, Texas, last registered with HUB INVESTMENT PARTNERS, LLC.

How does Mariane Ashley Lee charge for services?

Mariane Ashley Lee's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HUB INVESTMENT PARTNERS, LLC?

HUB INVESTMENT PARTNERS, LLC has approximately 50 employees and manages $7.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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