Unclaimed Profile

Sean Patrick Lee

ELEVATED CAPITAL ADVISORS, LLC·DRAPER, Utah

Series 6, Series 26, Series 63, Series 65Clean record18 years registeredELEVATED CAPITAL ADVISORS, LLC

11925 SOUTH 700 EAST, DRAPER, UT 84020CRD# 4529904Firm CRD# 226721

Profile Verification

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

Identity

Sean Patrick Lee · DRAPER, UT

Registration

CRD #4529904 · ELEVATED CAPITAL ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

ELEVATED CAPITAL ADVISORS, LLC

Aug 2015 – present

GLOBAL FINANCIAL PRIVATE CAPITAL, LLC

Aug 2010 – Aug 2015

MURRAY, UT

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC

Dec 2008 – Aug 2010

COTTONWOOD HEIGHTS, UT

BROKERS INTERNATIONAL FINANCIAL SERVICES, LLC

Feb 2008 – Nov 2008

COTTONWOOD HEIGHTS, UT

Registrations & Exams

FINRA examinations passed

Series 6

Series 26

Series 63

Series 65

Registration record

First registered · February 6, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ELEVATED CAPITAL ADVISORS, LLC

CRD 226721 · SEC 801-110864

AUM

$375M

Regulatory assets under management

Employees

2,382 client accounts

Services offered by ELEVATED CAPITAL ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Market timing 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 ELEVATED CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Sean Patrick Lee offer?

Sean Patrick Lee specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in DRAPER, Utah for a consultation.

What are Sean Patrick Lee's credentials?

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

Where is Sean Patrick Lee located?

Sean Patrick Lee is based in DRAPER, Utah, working with ELEVATED CAPITAL ADVISORS, LLC. Their office serves clients in the DRAPER metropolitan area and surrounding communities.

How does Sean Patrick Lee charge for services?

Sean Patrick Lee's firm is compensated through percentage of aum, hourly charges, subscription fees, other: referral fees from third-party money managers, workshops / semin. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ELEVATED CAPITAL ADVISORS, LLC?

ELEVATED CAPITAL ADVISORS, LLC has approximately 10 employees and manages $375M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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