Cynthia Lee
Cynthia Lee is a registered investment advisor at Wells Fargo Advisors, based in Issaquah, WA, with 32 years of industry experience. Cynthia is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 466,575 clients with $250B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1180 NW Maple St, Suite 150, Issaquah, WA, 98027
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2010Other Business Activities
Cynthia co-owns 42nd Avenue Rental LLC, a rental property in Seattle, since 2013. She also co-owns another rental property since 2021, dedicating minimal time to these activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations18 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.
Exams
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