Szi Kiat
Lee
Validus Capital LLC
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About this Advisor
Szi Kiat Lee is a financial advisor who works in El Segundo, California. Lee is currently employed by Validus Capital LLC. Their career trajectory has included roles at Hin Hua High School, Chiyoda Integre Co, Indiana University Asian Culture Center, Ogilvy & Mather, Indiana University Event Services, Family First Financial Planning, Camden Capital, Indiana University and Validus Capital. Lee has a Series 65 license, qualifying them as an investment advisor representative, and is registered to operate in California. Validus Capital LLC is a financial advisory business based in El Segundo, CA. It handles $1 billion in total assets among its 2,396 customer accounts, making it one of the largest firms in the country by assets under management. Of its 2,396 client accounts, 96% are held by high-net-worth investors who have greater than $1 million in investable assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, selection of other advisers and other services. A financial advisor's fee schedules largely depend on the financial services. However, fee types charged by Validus Capital LLC can be comprised of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Validus Capital LLC Brokerage Details
$1,345,497,137
12
2,396
$561,560
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Other
Szi Kiat Lee Work History
Szi Kiat has been registered as a financial advisor for 0 years.*
Validus Capital
Camden Capital
Family First Financial Planning
Ogilvy & Mather
Indiana University Event Services
Chiyoda Integre Co
Indiana University Asian Culture Center
Indiana University
Hin Hua High School
*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 Szi Kiat 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 Validus Capital LLC
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
El Segundo, CA
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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