Lee Hyder

LEE HYDER AND ASSOCIATES WEALTH MANAGEMENT

Akron, OH 44313

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CRD#: 5445465

Professional summary

Lee Hyder is a registered financial advisor currently at LEE HYDER AND ASSOCIATES WEALTH MANAGEMENT, LLC located in Akron, Ohio.

Lee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Lee has worked at 4 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 Lee Hyder'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

April 2, 2015 - Present

LEE HYDER AND ASSOCIATES WEALTH MANAGEMENT, LLC

Office #1: 1655 W. Market Street Suite 445, Akron, OH 44313

RIA

CRD#: 175474

Akron, OH

Past

January 4, 2013 - April 28, 2015

SIGNATURE INVESTMENTS, INC.

RIA

CRD#: 113443

DAYTON, OH

Past

January 6, 2011 - December 31, 2012

SICOR SECURITIES INC

RIA

CRD#: 16195

DAYTON, OH

Past

May 18, 2010 - January 13, 2011

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

RIA

CRD#: 132070

AKRON, OH

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

Florida
(12/1/2015)

IAR

Ohio
(4/2/2015)

IAR

Texas
(10/17/2018)

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

State Security Law Exam

IAR

Series 65

Date: 10/2/2007

Uniform Investment Adviser Law Examination

Current Firm

LEE HYDER AND ASSOCIATES WEALTH MANAGEMENT, LLC

CRD#: 175474 / SEC#:

Florida

Registered Investment Advisory firm - (12/1/2015 Approved)

Ohio

Registered Investment Advisory firm - (4/1/2015 Approved)

Texas

Registered Investment Advisory firm - (10/17/2018 Conditional Restricted)

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Contact information

Main Address

1655 W. Market Street Suite 445, Akron, OH 44313

Mailing Address

Phone number

(330) 836-7800

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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.

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Lee Hyder

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lee Hyder's CRS (Customer Relationship Summary).

Certified licenses

Experience

LEE HYDER AND ASSOCIATES WEALTH MANAGEMENT, LLC

SIGNATURE INVESTMENTS, INC.

SICOR SECURITIES INC

GLOBAL FINANCIAL PRIVATE CAPITAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 10/2/2007

Current Firm

LEE HYDER AND ASSOCIATES WEALTH MANAGEMENT, LLC

Contact information

Documents

Red Flags

Company Information

LEE HYDER AND ASSOCIATES WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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