Richard Grant Lee
Chief Financial OfficerCynosure Portfolio Advisors LLCCRD 7298677
About Richard Grant Lee
Richard Grant Lee is listed as Chief Financial Officer at Cynosure Portfolio Advisors LLC in Salt Lake City, UT. Form ADV reports a beneficial ownership band of Under 5%. Richard Grant Lee is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of Cynosure Portfolio Advisors LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Richard Grant Lee work?
Richard Grant Lee is listed as Chief Financial Officer at Cynosure Portfolio Advisors LLC on SEC Form ADV.
How much of Cynosure Portfolio Advisors LLC does Richard Grant Lee own?
Form ADV reports a beneficial ownership band of Under 5%.
Cynosure Portfolio Advisors LLC
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2025 |
The Cynosure Group
| Title | Chief Financial Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2020 |