Hung kwan tony Lee
Investment adviser representative at Nicola Wealth Management Ltd.
11 yearsExperience
1 stateRegistered in
CFADesignation
$11BFirm 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Nicola Wealth Management, LtdFeb 2020 to now
- Md Financial Management IncFeb 2015 to Feb 2020
Designations
- CFA
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
Nicola Wealth Management Ltd.
$11BAssets managed
6,718Clients
5Advisers
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
- 7296443
- Firm CRD
- 173201