Lee
Shedroff
Avantax Advisory Services
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About this Advisor
Lee Shedroff is a certified financial planner working out of Peoria, Arizona who has 10 years of industry experience. Shedroff is currently employed by Avantax Advisory Services. Their career trajectory has included roles at Lee Shedroff Tax Practice, Temple Beth Shalom & Jewish Community Center, Boy Scouts Of America, Arizona Friends Of Israel Scouts, Avantax Investment Services, Inc and Avantax Insurance Services, LLC. Shedroff maintains a Series 63 license, certifying them as a securities broker, and is able to work in Arizona. Avantax Advisory Services is a business operating out of Coppell, TX. The company has offices in 1,514 locations and a total of 2,433 advisors. It handles $31 billion in assets across its 123,393 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth clients who have at least $1 million in assets available to invest. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely are based on which service is offered. However, fee types charged by Avantax Advisory Services can consist of any blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Lee Shedroff Work History
Lee has been registered as a financial advisor for 10 years.*
Avantax Insurance Services, LLC
Arizona Friends Of Israel Scouts
Avantax Investment Services, Inc
Avantax Investment Services, Inc
Boy Scouts Of America
Lee Shedroff Tax Practice
Temple Beth Shalom & Jewish Community Center
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Lee Shedroff to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Avantax Advisory Services
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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
