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Alexander Lee

5 Years of Experience
Pasadena, CA

Alexander Lee is a registered investment advisor at Cetera Investment Advisers LLC, based in Pasadena, CA, with 5 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

155 North Lake Avenue, Suite 430, Pasadena, CA, 91101

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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

Alexander is a Managing Partner and attorney at law with Ascendant LLP, dedicating full-time hours to managing the office. He is also an Investment Advisor Representative (IAR) with TLG Advisors Inc, spending a few hours per week on RA business.

Employment History
Current Registrations
Cetera Investment Advisers LLC
February 2026 - Present · 3 mos
Previous Registrations
Tlg Advisors, INC.
December 2023 - February 2026 · 2 yrs 2 mos
Eagle Strategies LLC
December 2011 - March 2015 · 3 yrs 3 mos
State Registrations1 state
CA
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.