Wilmot Lee
Wilmot Lee is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Greenwich, CT, with 29 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
115 E Putnam Ave Fl 3, Greenwich, CT, 06830
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Regulatory History (1)
Customer Dispute
January 2001Other Business ActivitiesSells Insurance
Wilmot is an agent with Capital Brokerage, occasionally finding non-variable insurance options for clients, dedicating minimal time to this. Wilmot also established Intrepid Financial Services LLC for RJ compensation and as a website URL, dedicating minimal time to this as well.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Raymond James Financial Services
Casimir Capital L.P.Broker
Salomon Smith Barney INC.Broker
Sands Brothers & CO., LTD.Broker
State Registrations16 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.