Lawrence
Lee

Gratus Capital, LLC

CRD#5066657
Investment Advisor
in Atlanta, GA

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Lawrence Lee is a chartered financial analyst who works in Atlanta, Georgia, who has 11 years of work experience. Lee is on the advisory team at Gratus Capital, LLC. Over the course of their career, Lee has held roles at Canaccord Genuity, Wells Fargo Securties, LLC, Gratus Capital Management, LLC and Gratus Capital, LLC. Lee maintains a Series 63 license, which qualifies them as a securities representative, and is registered to operate in Georgia and Virginia. Gratus Capital, LLC is a financial advisory business that has its headquarters in Atlanta, Georgia. It has offices in four locations and a total of 40 financial advisors. It administers $4 billion in assets under management among its 3,662 client accounts, making it one of the largest firms in the nation by assets under management. Of its 3,662 customer accounts, 55% are associated with high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a wide assortment 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. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Gratus Capital, LLC likely include asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Disclosures

No

Office Location

3535 Piedmont Road Ne Building 14-500
Atlanta, GA 30305

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Gratus Capital, LLC Brokerage Details

Total Assets Under Management

$3,499,400,712

GA Average: $3,570,121,308
Total Number of Employees

40

GA Average: 58
Total Number of Accounts

3,662

GA Average: 1,608
Average Account Size

$955,598

GA Average: $2,220,225

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

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

Lawrence Lee Work History

Lawrence has 11 years of experience.

2014 - Present (9 years)

Gratus Capital, LLC

2013 - Present (10 years)

Gratus Capital Management, LLC

2012 - 2013 (1 year)

Wells Fargo Securties, LLC

2011 - 2012 (1 year)

Canaccord Genuity

Disclosures

Lawrence Lee has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Gratus Capital, LLC

Alton Meadows
Atlanta, GA
Landon Rogers
Atlanta, GA
Gregory Fink
Atlanta, GA
Joshua Swartz
Atlanta, GA
Jay Bowen
Atlanta, GA
Lawrence Lee
Atlanta, GA
Salim Boutagy
Trumbull, CT
Anna Davis
Atlanta, GA

The content in this profile was updated by SmartAsset on 04/01/2022 using publicly available data compiled from the SEC and FINRA. To report any data inconsistencies or errors, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm, and financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started