Alexander Halsey Lee appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Alexander Halsey Lee appears on 1 filing role across Form ADV (1).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2026-01-23 | Form ADV | MACQUARIE WEALTH ADVISERS, LLC | CO-HEAD OF WEALTH SOLUTIONS THROUGH APRIL 10, 2025; HEAD OF WS APRIL 10, 2025-JUNE 30, 2025; MANAGER AND PRESIDENT JULY 1, 2025 | NEW YORK, NY |