# WESTMAN CARYN LEE

WESTMAN CARYN LEE appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 6 filing roles across Form ADV (6).

## Filings (6)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [UNITED CAPITAL FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/134600) | CORPORATE SECRETARY, CHIEF COMPLIANCE OFFICER | IRVING, TX |
| — | Form ADV | [FINANCIAL SYNERGIES ADVISORY INC](https://search.stillhousedata.com/firm/104970) | SECRETARY/CHIEF COMPLIANCE OFFICER | HOUSTON, TX |
| — | Form ADV | [HOTCHKISS ASSOCIATES LLC](https://search.stillhousedata.com/firm/114048) | CORPORATE SECRETARY/SENIOR VICE PRESIDENT - ENTERPRISE RISK MANAGEMENT | CHICAGO, IL |
| — | Form ADV | [UNITED CAPITAL INVESTMENT ADVISERS, INC](https://search.stillhousedata.com/firm/134627) | CORPORATE SECRETARY, CHIEF COMPLIANCE OFFICER | NEWPORT BEACH, CA |
| — | Form ADV | [PFE ADVISORS, INC.](https://search.stillhousedata.com/firm/144798) | CHIEF COMPLIANCE OFFICER / CORPORATE SECY | SOUTHBOROUGH, MA |
| — | Form ADV | [INTEGRATED FINANCIAL MANAGEMENT INC](https://search.stillhousedata.com/firm/106672) | SR VP, CORP SECRETARY, CHIEF COMPLIANCE OFFICER | NORTHBROOK, IL |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.