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Daniel S Lee

Daniel S. Lee

BRIGHTPLAN LLC
Las Vegas, NV
Some features on this profile are disabled
CRD#: 5836639
Daniel S Lee

Professional summary

Daniel S Lee, CFP® is a registered financial advisor currently at BRIGHTPLAN LLC located in Las Vegas, Nevada.

Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Daniel has worked at 3 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 Daniel S Lee's CRS (Customer Relationship Summary).
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®

Certified Financial Planner

Start date: 2011

Experience

Current

August 24, 2021 - Present

BRIGHTPLAN LLC

RIA
CRD#: 283790
Las Vegas, NV
Past

January 29, 2019 - August 10, 2021

PLANCORP, LLC

RIA
CRD#: 106599
SAN JOSE, CA
Past

September 29, 2010 - January 28, 2019

B|O|S

RIA
CRD#: 110496
SAN FRANCISCO, CA

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".
BL
BRIGHTPLAN LLC
BRIGHTPLAN LLC

CRD#: 283790 / SEC#: 801-108227

RIA
Registered Investment Advisory firm - (8/4/2016 Approved)

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
California
(8/24/2021)
IAR
Louisiana
(11/3/2023)
IAR
Nevada
(2/28/2025)
IAR
Texas
(11/3/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/28/2010
Uniform Investment Adviser Law Examination

Current Firm

BL
BRIGHTPLAN LLC
BRIGHTPLAN LLC

CRD#: 283790 / SEC#: 801-108227

RIA
Registered Investment Advisory firm - (8/4/2016 Approved)
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Contact information

Main Address
333 West San Carlos Street Suite 600, San Jose, CA 95110
Mailing Address
7491 North Federal Hwy Suite C5-302, Boca Raton, FL 33487
Phone number
(408) 933-6188
Established
Firm type
Fiscal year end
# of Employees
50

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BRIGHTPLAN ADV PART 2A (3/31/2025)

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

BRIGHTPLAN LLC

CRD#: 283790Las Vegas, NV

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