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Sean Patrick Lee

ELEVATED CAPITAL ADVISORS, LLC·DRAPER, Utah
Unclaimed Profile
11925 SOUTH 700 EAST, DRAPER, UT 84020CRD# 4529904Firm CRD# 226721
01

About

Sean Patrick Lee is a registered financial advisor based in DRAPER, Utah, affiliated with ELEVATED CAPITAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
ELEVATED CAPITAL ADVISORS, LLC
ELEVATED CAPITAL ADVISORS, LLC
AUM
$375M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at ELEVATED CAPITAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Security ratings or pricing services
Market timing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: REFERRAL FEES FROM THIRD-PARTY MONEY MANAGERS, WORKSHOPS / SEMIN
Regulatory
SEC/IARD CRD# 4529904
Firm CRD# 226721
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Nearby cities in Utah
SALT LAKE CITY (358)LEHI (82)PARK CITY (60)PROVO (47)SANDY (44)
City Guides
SALT LAKE CITY GuideLEHI GuidePARK CITY GuidePROVO GuideSANDY Guide
Research
Advisor Fees in UtahNational Fee Analysis
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