Ryan
Lee
Captrust
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About this Advisor
Ryan Lee is a certified financial planner who works out of Dayton, Ohio, who has 7 years of relevant experience. Lee is an advisor for Captrust. Throughout their career, Lee has worked at Td Ameritrade, Tiaa, Tiaa-Cref Individual & Institutional Services, LLC, Capfinancial Partners LLC (Captrust) and Capfinancial Securities LLC. Lee holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Ohio. Captrust is an advisory business based out of Raleigh, NC. The company has offices in 69 locations and a total of 1,338 people on staff. It manages $715 billion in assets among its 76,254 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 136 charities and foundations. Of its 76,254 client accounts, 33% are held by high-net-worth investors who have greater than $1 million in assets available to invest. The business provides a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and publication of newsletters. Fees for financial advice typically are based on the financial services. However, fee types billed by Captrust can consist of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Captrust Brokerage Details
$714,587,898,072
1,338
76,254
$9,371,153
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
Ryan Lee Work History
Ryan has been registered as a financial advisor for 7 years.*
Capfinancial Partners LLC (Captrust)
Capfinancial Securities LLC
Tiaa
Tiaa-Cref Individual & Institutional Services, LLC
Td Ameritrade
*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 Ryan 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 Captrust
New York, NY
Raleigh, NC
Akron, OH
Raleigh, NC
Clarkston, MI
Raleigh, NC
Sacramento, CA
Raleigh, NC
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.
