Bryan James Lee
Investment adviser representative at Blue Zone Wealth Advisors, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$770MFirm assets
Are you Bryan James 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 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
13 years in the industry.
- Blue Zone Wealth Advisors, LLCApr 2025 to now
- Blue Zone Wealth Management, LLCFeb 2020 to now
- Private Management GroupJan 2013 to Feb 2020
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Blue Zone Wealth Advisors, LLC
$770MAssets managed
181Clients
6Advisers
6 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
- 6104937
- Firm CRD
- 305943