Dennis Peter Lee
Investment adviser representative at Wilmington Capital Securities, LLC
17 yearsExperience
1 stateRegistered in
$277.1MFirm assets
11 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
Experience
17 years in the industry.
- Trident Partners Ltd.Jul 2020 to now
- Wilmington Capital Securities, LLCDec 2017 to now
- Trident Partners Ltd.Jul 2009 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Wilmington Capital Securities, LLC
$277.1MAssets managed
177Clients
6Advisers
11 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
- 6008539
- Firm CRD
- 133839