Peter Lee is a registered investment advisor, based in Chicago, IL, with 19 years of industry experience.
Location
353 N. Clarke Street, Chicago, IL, 60654
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Peter is a partner at Summit Trail Advisors, LLC, dedicating full-time hours as an advisor. He also manages his personal investment holdings through Lake Mary Ventures, LLC, spending minimal time evaluating these investments.
Employment History
Current Registrations
Summit Trail Securities, LLCBroker
Summit Trail Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Barclays Capital INC.
Barclays Capital INC.Broker
Lehman Brothers INC.
Lehman Brothers INC.Broker
State Registrations6 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.