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Ned Lee Wyse

Investment adviser representative at 724 Capital, LLC
17 yearsExperience
1 stateRegistered in
$258.9MFirm assets
4 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed 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

17 years in the industry.

  1. 724 Capital, LLCJan 2022 to now
  2. Cig Financial Services, Inc.Oct 2017 to now
  3. Independent Financial Group, LLCSep 2017 to now
  4. Childs Investment Group, Inc.Nov 2009 to now
  5. F3 Logic, LLCOct 2017 to Mar 2022
  6. National Planning CorporationApr 2009 to Oct 2017

Exams passed

  • Series 63 · Uniform Securities Agent State Law1998
  • Series 65 · Uniform Investment Adviser Law2002

State registrations

Registered as an investment adviser representative in 1 state (OH).

724 Capital, LLC

$258.9MAssets managed
1,270Clients
13Advisers
4 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
3082755
Firm CRD
318170
Advisor's SEC record (opens in a new tab)
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