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The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

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CL

Carter H. Lee

LENAPE INVESTMENTS
West Chester, PA
Some features on this profile are disabled
CRD#: 2857634
CL

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.
The advisor shows no other business activity.

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)

Exams

Current Firm

LI
LENAPE INVESTMENTS, LLC
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
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts22
AUM (Assets Under Management)$ 36,403,923

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

LENAPE INVESTMENTS, LLC

CRD#: 281804West Chester, PA

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