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
| Title | Managing Member/Chief Compliance Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2023 |