Unclaimed Profile

Alexander Kanghee Lee

AUXANO ADVISORS, LLC·BELLEVUE, Washington

Series 6, Series 7, Series 63, Series 65Clean record31 years registeredAUXANO ADVISORS, LLC

10900 NE 4TH STREET, BELLEVUE, WA 98004CRD# 2220618Firm CRD# 145179

Profile Verification

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

Identity

Alexander Kanghee Lee · BELLEVUE, WA

Registration

CRD #2220618 · AUXANO ADVISORS, LLC · 31 years registered

Brand Profile

Not yet started

Career History

AUXANO ADVISORS

Jan 2008 – present

RAYMOND JAMES FINANCIAL SERVICES

Nov 2002 – Dec 2007

KIRKLAND, WA

WADDELL & REED, INC.

Dec 1994 – Nov 2002

BELLEVUE, WA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · December 1, 1994

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AUXANO ADVISORS, LLC

CRD 145179 · SEC 801-68424

AUM

$1.3B

Regulatory assets under management

Employees

1,887 client accounts

Services offered by AUXANO ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AUXANO ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Alexander Kanghee Lee offer?

Alexander Kanghee Lee specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BELLEVUE, Washington for a consultation.

What are Alexander Kanghee Lee's credentials?

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

Where is Alexander Kanghee Lee located?

Alexander Kanghee Lee is based in BELLEVUE, Washington, working with AUXANO ADVISORS, LLC. Their office serves clients in the BELLEVUE metropolitan area and surrounding communities.

How does Alexander Kanghee Lee charge for services?

Alexander Kanghee Lee's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AUXANO ADVISORS, LLC?

AUXANO ADVISORS, LLC has approximately 13 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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