Unclaimed Profile

Lee Michael Shavel

DORSEY, WRIGHT & ASSOCIATES, LLC·RICHMOND, Virginia

Clean recordDORSEY, WRIGHT & ASSOCIATES, LLC

1011 BOULDER SPRINGS DRIVE, RICHMOND, VA 23225CRD# 2818382Firm CRD# 104925

Profile Verification

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

Identity

Lee Michael Shavel · RICHMOND, VA

Registration

CRD #2818382 · DORSEY, WRIGHT & ASSOCIATES, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lee Michael Shavel is a registered financial advisor based in RICHMOND, Virginia, affiliated with DORSEY, WRIGHT & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

DORSEY, WRIGHT & ASSOCIATES, LLC

AUM

$579M

Regulatory assets under management

Employees

Total firm employees

View all advisors at DORSEY, WRIGHT & ASSOCIATES, LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Market timing services

Charitable organization or education services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Fixed fees

Subscription fees

Regulatory

SEC/IARD CRD# 2818382

Firm CRD# 104925

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lee Michael Shavel offer?

Lee Michael Shavel specializes in Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Lee Michael Shavel's credentials?

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

Where is Lee Michael Shavel located?

Lee Michael Shavel is based in RICHMOND, Virginia, working with DORSEY, WRIGHT & ASSOCIATES, LLC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Lee Michael Shavel charge for services?

Lee Michael Shavel's firm is compensated through percentage of aum, hourly charges, fixed fees, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DORSEY, WRIGHT & ASSOCIATES, LLC?

DORSEY, WRIGHT & ASSOCIATES, LLC has approximately 25 employees and manages $579M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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