ZL
ZL

Zechariah Lee

3 Years of Experience
Los Angeles, CA
Broker

Zechariah Lee is a registered investment advisor at Capital Client Group, INC., based in Los Angeles, CA, with 3 years of industry experience. Zechariah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.

Compensation
N/A
Firm Size
583 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

400 S. Hope Street 20th Floor, Los Angeles, CA, 90071

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Zechariah works as a DJ for Avenues Music, playing at local events around Los Angeles. He also creates social media content for men's skincare, wellness, and fashion brands, dedicating a few hours per week to this activity.

Employment History
Current Registrations
Capital Client Group, INC.
May 2023 - Present · 3 yrs
Capital Client Group, INC.Broker
January 2023 - Present · 3 yrs 4 mos
Capital Client Group, INC.
January 2023 - Present · 3 yrs 4 mos
State Registrations51 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.