YL
YL

Yul Lee

2 Years of Experience
East Greenwich, RI

Yul Lee is a registered investment advisor at Retirement Income Security LLC, based in East Greenwich, RI, with 2 years of industry experience. Yul operates on a fee-only basis, meaning they do not earn commissions from product sales.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$10.1M
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Location

East Greenwich, RI

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Yul is the sole General Partner of Greater Greenwich Fund GP LLC since 2019, which governs a private hedge fund. Yul spends no time on activities related to the fund.

Employment History
Current Registrations
Retirement Income Security LLC
January 2024 - Present · 2 yrs 4 mos
State Registrations1 state
RI
Advisor

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
No exam information available for this advisor.