David
Lees
Mycio Wealth Partners, LLC
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About this Advisor
David Lees is a financial advisor based in Philadelphia, Pennsylvania, working with Mycio Wealth Partners, LLC. David has previously held a position at My Cio. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Pennsylvania. Currently, David is part of Mycio Wealth Partners, LLC, which operates out of Philadelphia, Pennsylvania. The firm has 63 employees and manages assets totaling $13.0 billion. The firm 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 pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mycio Wealth Partners, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mycio Wealth Partners, LLC Brokerage Details
$12,968,143,520
63
7,648
$1,695,625
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
David Lees Work History
My Cio
Disclosures
Please visit the SEC profile of David Lees 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 Mycio Wealth Partners, LLC
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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