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Alex Lee

Managing Member/Chief Compliance OfficerAllied Private WealthCRD 5513235

About Alex Lee

Alex Lee is listed as Managing Member/Chief Compliance Officer at Allied Private Wealth in Boca Raton, FL. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Allied Private Wealth
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Alex Lee work?

Alex Lee is listed as Managing Member/Chief Compliance Officer at Allied Private Wealth on SEC Form ADV.

How much of Allied Private Wealth does Alex Lee own?

Form ADV reports a beneficial ownership band of Under 5%.

Allied Private Wealth

TitleManaging Member/Chief Compliance Officer
OwnershipUnder 5%
Control personYes
Since2023
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