AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why AdvisorCheck
LH

Lee Andrew Hyde Iv

SOUTHSTATE SECURITIES
Boulder, CO
·CRD# 4594234·24 years experience

Professional Summary

Lee Andrew Hyde IV, who also goes by Drew Hyde, Lee Andrew Hyde, is a registered financial advisor currently at SOUTHSTATE SECURITIES CORP. located in Boulder, Colorado. Lee is registered as a RR (Registered Representative) and started their career in finance in 2003. Lee has worked at 7 firms and has passed the Series 66, Series 79TO, SIE, Series 31 and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Drew Hyde, Lee Andrew Hyde

Blog Corner

Similar Advisors

AP
Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

Woodstock, GA · CRD#
View profile
ML
Marc Lowe

IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

WATERFORD, CT · CRD#
CW
Cindy P Wong

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
SAN ANTONIO, TX · CRD#

Videos & Posts

This advisor has not added any videos or posts yet.

Similar Advisors

AP
Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

Woodstock, GA · CRD#
ML
Marc Lowe

IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

WATERFORD, CT · CRD#
CW
Cindy P Wong

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
SAN ANTONIO, TX · CRD#

Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

Similar Advisors

AP
Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

Woodstock, GA · CRD#
ML
Marc Lowe

IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

WATERFORD, CT · CRD#
CW
Cindy P Wong

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
SAN ANTONIO, TX · CRD#

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

AP
Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

Woodstock, GA · CRD#
ML
Marc Lowe

IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

WATERFORD, CT · CRD#
CW
Cindy P Wong

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
SAN ANTONIO, TX · CRD#

Years of Experience

24 years in the financial services industry

Current & Past Employments

SOUTHSTATE SECURITIES CORP.·CRD# 6950
BD
1135 Pearl Street Suite 206, Boulder, CO 80302
May 1, 2014 - Present
VINING-SPARKS IBG, LLC·CRD# 27502
BD
Boulder, CO
March 4, 2010 - April 23, 2014
ICBA SECURITIES·CRD# 24088
BD
Boulder, CO
March 4, 2010 - April 23, 2014
CANTOR FITZGERALD & CO.·CRD# 134
BD
Memphis, TN
January 8, 2007 - March 4, 2010
TRUIST SECURITIES, INC.·CRD# 6271
BD
Memphis, TN
February 22, 2005 - January 9, 2007
NBC CAPITAL MARKETS GROUP, INC.·CRD# 18229
BD
Memphis, TN
September 23, 2004 - February 22, 2005
MORGAN STANLEY DW INC.·CRD# 7556
RIA
Memphis, TN
January 5, 2004 - September 23, 2004
MORGAN STANLEY DW INC.·CRD# 7556
BD
Purchase, NY
January 2, 2003 - September 23, 2004

Similar Advisors

AP
Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

Woodstock, GA · CRD#
ML
Marc Lowe

IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

WATERFORD, CT · CRD#
CW
Cindy P Wong

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
SAN ANTONIO, TX · CRD#

Current Firm

SS
SOUTHSTATE SECURITIES CORP.

A. DUNCAN WILLIAMS, INC. | SOUTHSTATE|DUNCANWILLIAMS SECURITIES CORP. | SOUTHSTATE SECURITIES CORP. | DUNCAN-WILLIAMS, INC. | DUNCAN-WILLIAMS WEALTH MANAGEMENT GROUP

CRD#: 6950 / SEC#: 801-68820, 8-18971
BD
Broker-Dealer Firm Regulated by FINRA (New Orleans district office)

Contact Information

Main Address

6750 Poplar Avenue Suite 300, Memphis (shelby), TN 38138-7424

Mailing Address

6750 Poplar Avenue Suite 300, Memphis (shelby), TN 38138-7424

Phone Number

(901) 260-6800

Established

Tennessee since 03/31/1969

Firm Type

Corporation

Fiscal Year End

December

Firm Size

Small

FINRA licenses (49 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
SOUTHSTATE BANK, NATIONAL ASSOCIATIONOWNER—
BONONNO, JOSEPH KEMPCHIEF FINANCIAL OFFICER7437632
CHERRY, JAMES CROWELLCHIEF COMPLIANCE OFFICER2870353
HODGES, STUART LEESVP, PRESIDENT7370566
HOWARD, HEATHER DIANECORPORATE SECRETARY/COMPLIANCE OFFICER4349745
TUCKER, KIMBERLY SHAYOPERATIONS MANAGER - PRINCIPAL OPERATIONS OFFICER7370391

Disclosures

Regulatory Event

9

Arbitration

1

Similar Advisors

AP
Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

Woodstock, GA · CRD#
ML
Marc Lowe

IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

WATERFORD, CT · CRD#
CW
Cindy P Wong

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
SAN ANTONIO, TX · CRD#

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.

The advisor shows no other business activity.

Similar Advisors

AP
Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

Woodstock, GA · CRD#
ML
Marc Lowe

IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

WATERFORD, CT · CRD#
CW
Cindy P Wong

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
SAN ANTONIO, TX · CRD#

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(7/30/2026)
RR
Arkansas
(3/26/2026)
RR
California
(5/1/2014)
RR
Colorado
(5/1/2014)
RR
Connecticut
(8/30/2018)
RR
Delaware
(12/5/2023)
RR
Florida
(5/1/2014)
RR
Georgia
(9/28/2017)
RR
Illinois
(5/1/2014)
RR
Indiana
(5/1/2014)
RR
Iowa
(4/28/2026)
RR
Massachusetts
(12/5/2023)
RR
Michigan
(3/26/2026)
RR
Minnesota
(5/1/2014)
RR
New Jersey
(12/5/2023)
RR
New Mexico
(12/5/2023)
RR
New York
(5/1/2014)
RR
North Carolina
(1/8/2019)
RR
Ohio
(9/21/2018)
RR
Pennsylvania
(5/1/2014)
RR
South Carolina
(12/5/2023)
RR
Tennessee
(5/1/2014)
RR
Texas
(5/1/2014)
RR
Virginia
(5/1/2014)
RR
Wisconsin
(5/1/2014)
RR
Wyoming
(3/31/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jan 2003About the Series 66 exam

Series 79TO — Investment Banking Registered Representative Examination

Passed Jan 2023About the Series 79TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 31 — Futures Managed Funds Examination

Passed Jan 2003About the Series 31 exam

Series 7 — General Securities Representative Examination

Passed Dec 2002About the Series 7 exam
FINRA
SRO Registrations

Similar Advisors

AP
Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

Woodstock, GA · CRD#
ML
Marc Lowe

IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

WATERFORD, CT · CRD#
CW
Cindy P Wong

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
SAN ANTONIO, TX · CRD#

CRS (Client Relationship Summary) - BD

Click below to view Lee Andrew Hyde IV's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Similar Advisors

AP
Alexander Paslay

KESTRA ADVISORY SERVICES, LLC

Woodstock, GA · CRD#
ML
Marc Lowe

IN THE MONEY RETIREMENT PLANNING LIMITED LIABILITY COMPANY

WATERFORD, CT · CRD#
CW
Cindy P Wong

OSAIC WEALTH, INC.

SCOTTSDALE, AZ · CRD#
SAN ANTONIO, TX · CRD#
LH
Follow Lee
Get alerted to job moves, licensing changes, and new disclosures
Free — no card required