Lee Masquelier is a registered investment advisor at Private Advisor Group, LLC, based in Rego Park, NY, with 39 years of industry experience. Lee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
95-20 63rd Road, Suite A, Rego Park, NY, 11374
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lee operates Isosceles Planning Group as a DBA for LPL business and provides investment advisory services through Private Advisor Group, dedicating full-time hours to the latter. Lee also owns rental real estate, spending minimal time on it.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Citicorp Investment Services
Citicorp Investment ServicesBroker
Citicorp Financial Services,inc.Broker
Oppenheimer & CO., INC.Broker
The Stuart-James Company, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.