Alex Lee
Investment adviser representative at Allied Private Wealth
11 yearsExperience
1 stateRegistered in
$224.5MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Allied Private WealthNov 2025 to now
- Sky Alpha Asset Advisors LLCAug 2018 to now
- Oppenheimer & Co. Inc.`Nov 2017 to Aug 2018
- Morgan Stanley Private Bank, National AssociationJan 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (FL).
Allied Private Wealth
$224.5MAssets managed
228Clients
3Advisers
2 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
- 5513235
- Firm CRD
- 328952