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Philip Clayton Lee

Minority Shareholder/Principal/Chief Compliance OfficerFinancially in Tune, LLCCRD 4551413

About Philip Clayton Lee

Philip Clayton Lee is listed as Minority Shareholder/Principal/Chief Compliance Officer at Financially in Tune, LLC in Stoneham, MA. Form ADV reports a beneficial ownership band of 25-50%.

Reported ownership

Owns 25-50% of Financially in Tune, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Philip Clayton Lee work?

Philip Clayton Lee is listed as Minority Shareholder/Principal/Chief Compliance Officer at Financially in Tune, LLC on SEC Form ADV.

How much of Financially in Tune, LLC does Philip Clayton Lee own?

Form ADV reports a beneficial ownership band of 25-50%.

Financially in Tune, LLC

TitleMinority Shareholder/Principal/Chief Compliance Officer
Ownership25-50%
Control personYes
Since2018
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