Madison Lee
Investment adviser representative at Twenty Four Wealth
12 yearsExperience
1 stateRegistered in
$0Firm assets
Under 1 yearFirm 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 assetsHourlySubscriptionFixed 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
12 years in the industry.
- Twenty Four WealthAug 2026 to now
- Private Client Services, LLCAug 2026 to now
- Stratos Wealth Partners, Ltd.May 2026 to Aug 2026
- LPL Financial LLCMay 2025 to Aug 2026
- J.P. Morgan Securities LLCOct 2024 to Apr 2025
- JPMorgan Chase Bank, N.A.Oct 2024 to Apr 2025
- Fidelity InvestmentsOct 2022 to Sep 2024
- Cf Global TradingJun 2019 to Aug 2019
- Boston CollegeAug 2018 to Dec 2022
- UnemployedOct 2014 to Jul 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (CT).
Twenty Four Wealth
Legal name: Twenty Four Wealth Ria, LLC
$0Assets managed
0Clients
12Advisers
Under 1 yearIn 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
- 8001495
- Firm CRD
- 343559