Yi Fu Lee
Professional summary
Yi Fu Lee, CFA, who also goes by Yifu Lee, Yi Fu Lee, is a registered financial professional currently at THE BENCHMARK COMPANY, LLC located in New York, New York.
Yi Fu is registered as a RR (Registered Representative) and started their career in finance in 2015. Yi Fu has worked at 8 firms and has passed the Series 63, SIE, Series 87, Series 86 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Yi Fu Lee's CRS (Customer Relationship Summary).
Certified licenses
Experience
January 8, 2026 - Present
THE BENCHMARK COMPANY, LLC
Office #1: 150 E 58th Street 17th Floor, New York, NY 10155August 1, 2022 - December 5, 2025
CANTOR FITZGERALD & CO.
February 23, 2022 - May 4, 2022
BERENBERG CAPITAL MARKETS LLC
March 10, 2021 - September 7, 2021
COWEN AND COMPANY
December 21, 2018 - February 26, 2021
OPPENHEIMER & CO. INC.
February 22, 2017 - August 1, 2017
WEDBUSH SECURITIES INC.
August 13, 2016 - March 1, 2017
SUSQUEHANNA FINANCIAL GROUP, LLLP
September 2, 2015 - June 30, 2016
CRT CAPITAL GROUP LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(1/8/2026)
Exams
FINRA
Nasdaq Stock Market
Current Firm
THE BENCHMARK COMPANY, LLC
CRD#: 22982 / SEC#: , 8-40081
Contact information
FINRA licenses (51 States and Territories)
Disclosures
| Regulatory Event | 18 |
| Arbitration | 1 |
Red Flags
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