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LH

Lee B. Hutter

CURATED WEALTH PARTNERS
El Segundo, CA 90245
Some features on this profile are disabled
CRD#: 2615576
LH

Professional summary

Lee Benjamin Hutter is a registered financial advisor currently at CURATED WEALTH PARTNERS, LLC located in El Segundo, California.

Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Lee has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 10, Series 9 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
DLB 1446 MANHATTAN BEACH BLVD LLC; INVESTMENT REALTED: YES; START DATE: 9/01/2014; HOURS PER MONTH 1; HOURS DURING MARKET HOURS 0; MANHATTAN BEACH, CALIFORNIA; PASSIVE OWNER; THIS IS A PASSIVE REAL ESTATE INVESTMENT IN WHICH I AM A NON-OPERATING MEMBER OF THE LLC. THE LLC OWNS ONE APARTMENT BUILDING IN MANHATTAN BEACH.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Benjamin Hutter's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

September 12, 2018 - Present

CURATED WEALTH PARTNERS, LLC

Office #1: 2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245
RIA
CRD#: 297852
El Segundo, CA
Past

August 2, 2017 - September 20, 2018

DEUTSCHE BANK SECURITIES INC.

RIA
CRD#: 2525
LOS ANGELES, CA
Past

December 11, 2014 - September 20, 2018

DEUTSCHE BANK SECURITIES INC.

BD
CRD#: 2525
LOS ANGELES, CA
Past

October 1, 2008 - October 7, 2014

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
LOS ANGELES, CA
Past

February 23, 2006 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
LOS ANGELES, CA
Past

July 5, 2005 - January 31, 2006

MORPHEUS SECURITIES LLC

BD
CRD#: 45561
WEST ORANGE, NJ
Past

May 15, 2003 - May 6, 2005

SOLEIL SECURITIES CORPORATION

BD
CRD#: 124737
NEW YORK, NY
Past

March 22, 2000 - July 16, 2001

SOUNDVIEW TECHNOLOGY CORPORATION

BD
CRD#: 15425
OLD GREENWICH, CT
Past

May 25, 1999 - December 31, 2000

WIT CAPITAL CORPORATION

BD
CRD#: 41499
OLD GREENWICH, CT
Past

July 9, 1996 - July 21, 1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

June 6, 1995 - June 5, 1996

WORLDSEC INTERNATIONAL SECURITIES INC.

BD
CRD#: 36328
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CW
CURATED WEALTH PARTNERS, LLC
CURATED WEALTH PARTNERS, LLC | SHERLOCK ADVISORS, LLC

CRD#: 297852 / SEC#: 801-113890

RIA
Registered Investment Advisory firm - (8/28/2018 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/12/2018)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/29/2017
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/14/1995
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 9/20/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 2/2/1998
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 5/18/1995
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 8/29/2016
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 7/12/2016
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/19/2004
General Securities Principal Examination

Current Firm

CW
CURATED WEALTH PARTNERS, LLC
CURATED WEALTH PARTNERS, LLC | SHERLOCK ADVISORS, LLC

CRD#: 297852 / SEC#: 801-113890

RIA
Registered Investment Advisory firm - (8/28/2018 Approved)
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Contact information

Main Address
2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245
Mailing Address
Phone number
(310) 356-0830
Established
Firm type
Fiscal year end
# of Employees
12

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE FOR CURATED WEALTH PARTNERS, LLC (2/5/2025)

Regulatory assets under management

Total Number of Accounts328
AUM (Assets Under Management)$ 1,448,000,000

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/02/2024
Cover Page
Report
09/11/2023
Cover Page
Report
11/28/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

CURATED WEALTH PARTNERS, LLC

CRD#: 297852El Segundo, CA 90245

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