Stephen
Lee
Rwa Wealth Partners
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About this Advisor
Stephen Lee is a financial advisor based in Costa Mesa, California, working with Rwa Wealth Partners. Stephen has previously held positions at Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Bancwest Investment Services, Bank Of The West, Mercer Global Advisors Inc, Mariner Wealth Advisors, Polaris Wealth Advisory Group, LLC, Rwa Wealth Partners, LLC, and Empirical Wealth Management. Stephen has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California, Massachusetts, and Texas. Currently, Stephen is part of Rwa Wealth Partners, which operates out of Costa Mesa, California. The firm has 9 offices and 189 employees. The firm manages assets totaling $15.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and other services. The fee structure at Rwa Wealth Partners includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Rwa Wealth Partners Brokerage Details
$15,423,271,608
189
19,495
$791,140
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other
Stephen Lee Work History
Rwa Wealth Partners, LLC
Polaris Wealth Advisory Group, LLC
Mariner Wealth Advisors
Mercer Global Advisors Inc
Bancwest Investment Services
Bank Of The West
Empirical Wealth Management
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Disclosures
Please visit the SEC profile of Stephen Lee 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 Rwa Wealth Partners
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Boston, MA
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