Carter H. Lee

LENAPE INVESTMENTS

West Chester, PA

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CRD#: 2857634

Professional summary

Carter Hutchison Lee CFA, who also goes by Carter Hutchison Lee, is a registered financial advisor currently at LENAPE INVESTMENTS, LLC located in West Chester, Pennsylvania.

Carter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Carter has worked at 2 firms .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Carter Hutchison Lee

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.

Carter H. Lee is currently a volunteer on the following local investment committees: Entity: The Tatnall School Investment Committee Address: 1501 Barley Mill Rd., Wilmington, DE 19807 Title: Chairman Start Date: May 2018 - present (chairman); June 2014-May 2018 (committee member) Approximate Hours Per Month: 4 Approximate Hours Per Month During Trading Hours: 2 Duties: I am chairman of a 7 person committee tasked with overseeing the investment management of Tatnall School's endowment. Entity: Mount Cuba Center Investment Committee Address: 3120 Barley Mill Rd., Hockessin, DE 19707 Title: Committee member Start Date: July 2016 - present Approximate Hours Per Month: 1 Approximate Hours Per Month During Trading Hours: 0 Duties: I am one of 7 committee members tasked with overseeing the investment management of Mt Cuba Center's endowment.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carter Hutchison Lee CFA's 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

November 6, 2015 - Present

LENAPE INVESTMENTS, LLC

RIA

CRD#: 281804

West Chester, PA

Past

September 11, 2013 - November 6, 2015

MONTCHANIN ASSET MANAGEMENT, LLC

RIA

CRD#: 115365

MONTCHANIN, DE

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

Delaware
(3/7/2016)

IAR

Pennsylvania
(11/6/2015)

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

Current Firm

LENAPE INVESTMENTS, LLC

CRD#: 281804 / SEC#:

Delaware

Registered Investment Advisory firm - (3/7/2016 Approved)

Pennsylvania

Registered Investment Advisory firm - (11/6/2015 Approved)

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Contact information

Main Address

West Chester, PA

Mailing Address

Phone number

(610) 220-1044

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	23
AUM (Assets Under Management)	$ 31,912,786

Red Flags

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

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Carter H. Lee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Carter Hutchison Lee CFA's CRS (Customer Relationship Summary).

Certified licenses

Experience

LENAPE INVESTMENTS, LLC

MONTCHANIN ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Current Firm

LENAPE INVESTMENTS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

LENAPE INVESTMENTS, LLC

TRUST BUT VERIFY

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