Anthony Seo Lee
Investment adviser representative at Perennial Financial Services
18 yearsExperience
1 stateRegistered in
$2.5BFirm assets
9 yearsFirm in business
Are you Anthony Seo Lee? Claim your profile
Contact this firm
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
18 years in the industry.
- Perennial Financial ServicesMay 2021 to now
- LPL Financial, LLCMay 2021 to now
- Perennial Investment Advisors, LLC(perennial Financial Services)May 2021 to now
- Unionbanc Investment ServicesJan 2008 to May 2021
Exams passed
- Series 66 · Uniform Combined State Law2000
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (CA).
Perennial Financial Services
Legal name: Perennial Investment Advisors, LLC
$2.5BAssets managed
3,229Clients
49Advisers
9 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
- 4097208
- Firm CRD
- 286477