Alexander Halsey Lee
Co-Head Of Wealth Solutions Through April 10, 2025; Head Of Ws April 10, 2025-June 30, 2025; Manager And President July 1, 2025MacQuarie Wealth Advisers, LLCCRD 2813905
About Alexander Halsey Lee
Alexander Halsey Lee is listed as Co-Head Of Wealth Solutions Through April 10, 2025; Head Of Ws April 10, 2025-June 30, 2025; Manager And President July 1, 2025 at MacQuarie Wealth Advisers, LLC in New York, NY. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of MacQuarie Wealth Advisers, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Alexander Halsey Lee work?
Alexander Halsey Lee is listed as Co-Head Of Wealth Solutions Through April 10, 2025; Head Of Ws April 10, 2025-June 30, 2025; Manager And President July 1, 2025 at MacQuarie Wealth Advisers, LLC on SEC Form ADV.
How much of MacQuarie Wealth Advisers, LLC does Alexander Halsey Lee own?
Form ADV reports a beneficial ownership band of Under 5%.
MacQuarie Wealth Advisers, LLC
| Title | Co-Head Of Wealth Solutions Through April 10, 2025; Head Of Ws April 10, 2025-June 30, 2025; Manager And President July 1, 2025 |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |