David Edmund Lees
Investment adviser representative at Mycio Wealth Partners, LLC
21 yearsExperience
1 stateRegistered in
CFADesignation
$15.8BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Mycio Wealth Partners, LLCApr 2005 to now
- My CioFeb 2005 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1991
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 1 state (PA).
Mycio Wealth Partners, LLC
$15.8BAssets managed
943Clients
34Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2148562
- Firm CRD
- 134436