Moira Lee is a registered investment advisor at Cetera Investment Advisers LLC, based in Skokie, IL, with 8 years of industry experience. Moira 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
Firm Size
IM Fee
Assets Under Management
Location
8170 Mccormick Blvd, Ste 219, Skokie, IL, 60076
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Moira operates Cornerstone Advisers, LLC as a DBA for her investment business, dedicating about half of her time. She also provides legal services, including estate planning, trusts, wills, and powers of attorney.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Financial Specialists LLCBroker
Cetera Financial Specialists LLC
State Registrations1 state
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