Unclaimed Profile

Andrea Jean Dalton Lee

FRIESS ASSOCIATES, LLC·JACKSON, Wyoming

Series 7, Series 66Clean record7 years registeredFRIESS ASSOCIATES, LLC

115 E. SNOW KING AVE., JACKSON, WY 83001CRD# 2603852Firm CRD# 107735

Profile Verification

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

Identity

Andrea Jean Dalton Lee · JACKSON, WY

Registration

CRD #2603852 · FRIESS ASSOCIATES, LLC · 7 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FRIESS ASSOCIATES, LLC

NIA IMPACT CAPITAL

Jun 2022 – Nov 2023

Mercer Island, WA

REVELIO, LLC

Jun 2019 – Jul 2021

WILTON, CT

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · June 11, 2019

Years registered · 7

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FRIESS ASSOCIATES, LLC

CRD 107735 · SEC 801-16178

AUM

$182M

Regulatory assets under management

Employees

18 client accounts

Services offered by FRIESS ASSOCIATES, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at FRIESS ASSOCIATES, LLC →

Introduction

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Frequently Asked Questions

What services does Andrea Jean Dalton Lee offer?

Andrea Jean Dalton Lee specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory.

What are Andrea Jean Dalton Lee's credentials?

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

Where is Andrea Jean Dalton Lee located?

Andrea Jean Dalton Lee is based in JACKSON, Wyoming, last registered with FRIESS ASSOCIATES, LLC.

How does Andrea Jean Dalton Lee charge for services?

Andrea Jean Dalton 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 FRIESS ASSOCIATES, LLC?

FRIESS ASSOCIATES, LLC has approximately 11 employees and manages $182M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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