LEE FINANCIAL ASSOCIATES, INC.

LEE FINANCIAL ASSOCIATES, INC. of ELLICOTT CITY, MD is an SEC-registered investment adviser (CRD 120725).

Registration

• CRD: 120725
• Type: Registered investment adviser
• Location: 5018 DORSEY HALL DRIVE, ELLICOTT CITY, MD, 21042
• Phone: 410-964-3000
• Latest filing: 2026-01-27
• Clients: 4

Business model

Compensation: Hourly, Fixed, Other.

Clients served: Individuals, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 120725 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search