Linda
Lee
Vestwell Advisors LLC
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About this Advisor
Linda Lee is a financial advisor based in New York, New York, with 1 year of industry experience. Lee is an employee of Vestwell Advisors LLC. Over the course of their career, Lee has held roles at Goldman Sachs & Co, Northeastern University - Mass, Wellington Mgmt, Northeastern University and Ellevest. Lee has Series 66 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is able to operate in New York. Vestwell Advisors LLC is an advisory company operating out of New York, NY. It oversees $179 million in assets under management across its 21,812 client accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Vestwell Advisors LLC provides a set of services, such as portfolio management for institutional clients and other services. Fees charged by financial advisors largely are based on which services the firm provides the client. Fee types charged by Vestwell Advisors LLC most likely include asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Vestwell Advisors LLC Brokerage Details
$179,000,000
300
21,812
$8,206
Investment Advisory Services
- Portfolio management for businesses or institutional clients
- Other
Linda Lee Work History
Linda has been registered as a financial advisor for 1 years.*
Ellevest
Goldman Sachs & Co
Northeastern University - Mass
Wellington Mgmt
Northeastern University
*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 Linda 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 Vestwell Advisors LLC
San Diego, CA
Milford, NH
New York, NY
New York, NY
New York, NY
Wallingford, CT
New York, NY
New York, NY
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