Edward Lee
Investment adviser representative at Private Advisor Group, LLC
10 yearsExperience
1 stateRegistered in
$57.7BFirm assets
15 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 assetsHourlyFixed or flat feeOther
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
10 years in the industry.
- Private Advisor Group, LLCJun 2026 to now
- LPL Financial, LLCJun 2026 to now
- UBS Financial Services Inc.Jan 2026 to May 2026
- UnemployedSep 2025 to Jan 2026
- HSBC Bank USA National AssociationJan 2025 to Sep 2025
- HSBC Securities USA Inc.Jan 2025 to Sep 2025
- UnemployedJun 2024 to Jan 2025
- Velocity VenturesJun 2023 to Sep 2023
- National University of SingaporeAug 2022 to Jun 2024
- Triangle PrepMar 2021 to Jul 2022
- UnemployedDec 2020 to Mar 2021
- Virtus TriumphusJun 2018 to Dec 2020
- Next EducationMay 2016 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (VA).
Private Advisor Group, LLC
$57.7BAssets managed
170,206Clients
919Advisers
15 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
- 6160958
- Firm CRD
- 155216