Bryan James Lee
Investment adviser representative at Concentric
13 yearsExperience
2 statesRegistered in
$13.9BFirm assets
4 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.
- Portfolio management
Experience
13 years in the industry.
- ConcentricJun 2022 to now
- Advisor Partners, LLCJan 2018 to Jun 2022
- UnemployedJul 2017 to Jan 2018
- Ucsd RecreationFeb 2017 to Jun 2017
- Uc San DiegoAug 2013 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (CA, NY).
Concentric
Legal name: Advisor Partners Ii, LLC
$13.9BAssets managed
5,371Clients
11Advisers
4 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
- 7120950
- Firm CRD
- 321633