Sheldon Lee is a registered investment advisor at Wells Fargo Advisors, based in San Jose, CA, with 5 years of industry experience. Sheldon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
50 W Fernando St. 15th Fl, Ste 1500, [Lk/Nh-Rbo], San Jose, CA, 95113
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Regulatory History (1)
Criminal
May 2007Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
State Registrations14 states
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