Philip C. Lee
FINANCIALLY IN TUNE
Stoneham, MA 02180
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CRD#: 4551413
Professional summary
Philip Clayton Lee, CFP®, who also goes by Phil Lee, is a registered financial advisor currently at FINANCIALLY IN TUNE located in Stoneham, Massachusetts.
Philip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Philip has worked at 3 firms and has passed the Series 65 exam.
Biography
Philip Lee is a Principal & Wealth Manager at Financially In Tune, LLC, a SEC registered investment adviser; He has more than 19 years of experience working with families and individuals as a comprehensive, fee-only financial advisor, acting as a fiduciary by putting the best interests of clients first at all times.
He specializes in advising clients involved in the arts and those in the education, healthcare, and legal professions. Philip has extensive experience helping clients prepare for retirement, get the most out of their retirement, and navigating the issues experienced by same-sex couples and those who are widowed or divorced.
Geographic location is not a hinderance. He works with clients in person as well as remotely with clients throughout the US and internationally.
In addition, Philip spent nine years at Harvard Pilgrim Healthcare in business planning and strategy. Earlier he worked for a United States Congressman who was a member of the House Ways and Means Committee in Washington, D.C. and Milwaukee, Wisconsin.
LinkedIn profile
Question & Answer
What are your service offerings?
Retirement Planning
Divorce Planning
Comprehensive Financial Planni...
Investment Planning
Education Planning
Insurance Planning
Employee and Employer Plan Ben...
Do you have an area of expertise or specialization?
College/Education Planning
Corporate Executives
High Net Worth Client Needs
Investment Advice with Ongoing...
Retirement Planning & Distribu...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Phil 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.
CRS (Client Relationship Summary) - RIA
Click below to view Philip Clayton Lee'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®
CFP®
Start date: 2004
Experience
Current
February 17, 2017 - Present
FINANCIALLY IN TUNE
Office #1: 92 Montvale Avenue Suite 2050, Stoneham, MA 02180RIA
CRD#: 156200
Stoneham, MA
Past
January 6, 2011 - July 15, 2016
MODERA WEALTH MANAGEMENT, LLC
RIA
CRD#: 155649
WESTWOOD, NJ
Past
December 20, 2001 - December 31, 2010
BACK BAY FINANCIAL GROUP, INC.
RIA
CRD#: 108070
BOSTON, MA
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".
FINANCIALLY IN TUNE
FINANCIALLY IN TUNE | FINANCIALLY IN TUNE, LLC
CRD#: 156200 / SEC#: 801-117891
RIA
Registered Investment Advisory firm - (1/6/2020 Approved)Massachusetts
Registered Investment Advisory firm - (1/8/2020 Terminated)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
Massachusetts(2/17/2017)
Current Firm
FINANCIALLY IN TUNE
FINANCIALLY IN TUNE | FINANCIALLY IN TUNE, LLC
CRD#: 156200 / SEC#: 801-117891
RIA
Registered Investment Advisory firm - (1/6/2020 Approved)Massachusetts
Registered Investment Advisory firm - (1/8/2020 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
92 Montvale Avenue Suite 2050, Stoneham, MA 02180
Mailing Address
Phone number
(781) 587-0582
Established
Firm type
Fiscal year end
# of Employees
4
SEC notice filing (3 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 937 |
| AUM (Assets Under Management) | $ 273,928,345 |
Red Flags
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Company Information
FINANCIALLY IN TUNE
CRD#: 156200Stoneham, MA 02180TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
