Lee Coomler is a registered investment advisor, based in Fort Myers, FL, with 25 years of industry experience.
Location
Fort Myers, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lee is the owner of Stonecrest Group LLC, a support company/DBA, since 2020. He dedicates significant time to this business, exceeding full-time hours, with a substantial portion occurring during trading hours, focusing on client acquisition and retention.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Salomon Smith Barney INC.
Salomon Smith Barney INC.Broker
State Registrations20 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.