Man Lee is a registered investment advisor, based in Mount Arlington, NJ, with 6 years of industry experience.
Location
200 Valley Road, Suite 300, Mount Arlington, NJ, 07856
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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 ActivitiesSells Insurance
Man owns Wealthspring Financial Partners LLC as an acquisition vehicle for financial services and tax practices, dedicating minimal time as a passive investor. He also refers clients to Nisivoccia Wealth Advisors and maintains insurance licenses through Avantax Insurance Agency, spending a few hours per week on these activities, and works nearly full-time as a partner at Nisivoccia LLP.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Avantax Advisory Services
Avantax Investment Services, INC.Broker
1st Global Advisors INC
1st Global Capital CORP.Broker
State Registrations5 states
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