Nathan Gin Lee
Investment adviser representative at Osaic Advisory Services, LLC
14 yearsExperience
15 statesRegistered in
CFP® certificationDesignation
$15.5BFirm assets
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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
- Seminars and workshops
Experience
14 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Osaic Advisory Services, LLCFeb 2020 to now
- Triad Hybrid SolutionsFeb 2020 to now
- Triad AdvisorsFeb 2020 to Aug 2024
- Bank of America, N.A.Mar 2013 to Feb 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2012 to Feb 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 15 states (AZ, CA, CO, DE, FL, IN, MA, MD, MO, NC, NJ, NY, PA, TX, UT).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 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
- 6133664
- Firm CRD
- 171070