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Bryan James Lee

Chief Investment OfficerBlue Zone Wealth Advisors, LLCCRD 6104937

About Bryan James Lee

Bryan James Lee is listed as Chief Investment Officer at Blue Zone Wealth Advisors, LLC in Los Angeles, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Blue Zone Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Bryan James Lee work?

Bryan James Lee is listed as Chief Investment Officer at Blue Zone Wealth Advisors, LLC on SEC Form ADV.

How much of Blue Zone Wealth Advisors, LLC does Bryan James Lee own?

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

Blue Zone Wealth Advisors, LLC

TitleChief Investment Officer
OwnershipUnder 5%
Control personNo
Since2020