Lee Benjamin Hutter
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
Years of Experience
31 years in the financial services industry
Current & Past Employments
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
Current Firm
CURATED WEALTH PARTNERS, LLC | SHERLOCK ADVISORS, LLC
Contact Information
Main Address
2101 E El Segundo Blvd. Suite 501, El Segundo, CA 90245Phone Number
(310) 356-0830# of Employees
12SEC notice filing (7 States and Territories)
Registered to provide investment advisory services in 7 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
421AUM (Assets Under Management)
$1,762,000,000Accountant Surprise Examination Report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/15/2026 | Cover Page | Report |
| 11/20/2025 | Cover Page | Report |
| 10/02/2024 | Cover Page | Report |
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
Primary Firm SEC Registration
CURATED WEALTH PARTNERS, LLC | SHERLOCK ADVISORS, LLC
State Registrations and Notice Filings
(1/30/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 10 — General Securities Sales Supervisor - General Module Examination
Passed Aug 2016About the Series 10 examSeries 9 — General Securities Sales Supervisor - Options Module Examination
Passed Jul 2016About the Series 9 examSimilar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
CRS (Client Relationship Summary) - RIA
Click below to view Lee Benjamin Hutter's CRS (Customer Relationship Summary).
Similar Advisors
SOUTH BAY FINANCIAL PARTNERS
MORGAN STANLEY
MORGAN STANLEY
J.P. MORGAN SECURITIES LLC
