Zachary F Lee
Investment adviser representative at Stonex Advisors Inc.
11 yearsExperience
1 stateRegistered in
$5.1BFirm assets
11 yearsFirm in business
Are you Zachary F 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 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
11 years in the industry.
- Stonex Advisors Inc.Jun 2022 to now
- Stonex Securities Inc.Nov 2020 to now
- TargetMay 2020 to Nov 2020
- Old NavyJan 2020 to May 2020
- UnemployedAug 2019 to Jan 2020
- University of AlabamaJan 2019 to Aug 2019
- Old NavyNov 2015 to Jan 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 1 state (AL).
Stonex Advisors Inc.
$5.1BAssets managed
9,843Clients
224Advisers
11 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
- 7316980
- Firm CRD
- 174182