BL
BL

Bryce Patterson Lee

1 Year of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
154 advisors
Number of Clients
5,619 clients
Average Client Portfolio
$640K average
Assets Under Management
$3.6B

Fee Structure

Minimum Investment:None
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Location

475 Springfield Ave., Suite #1, Summit, NJ, 07901

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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 ActivitiesSells Insurance

Bryce is a co-owner and sales agent/investment advisor representative at BTL Tax and Financial Services, an accounting firm and insurance agency, dedicating nearly full-time hours, especially during tax season. He also owns a food truck (Mandy's) run by his wife and Lee Family Enterprises, an LLC for Medicare insurance renewals, spending about a quarter of his time on the latter.

Employment History
Current Registrations
Simplicity Wealth
February 2024 - Present · 2 yrs
State Registrations4 states
FLIDUTWA
Advisor
Exams
No exam information available for this advisor.