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WL

William J. Lee

ADVUS FINANCIAL PARTNERS
WINTER PARK, FL 32789
Some features on this profile are disabled
CRD#: 6514666
WL

Professional summary

William Jeffrey Lee Jr., who also goes by Jeff Lee, William J Lee, William Jeffrey Lee Jr., William Jeffrey Lee, is a registered financial advisor currently at ADVUS FINANCIAL PARTNERS, LLC located in Winter Park, Florida.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. William has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Jeff Lee | William J Lee | William Jeffrey Lee Jr. | William Jeffrey 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Jeffrey Lee Jr.'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®
None

Experience

Current

May 23, 2022 - Present

ADVUS FINANCIAL PARTNERS, LLC

Office #1: 631 W. Morse Blvd. Suite 115, Winter Park, FL 32789
RIA
CRD#: 311990
WINTER PARK, FL
Past

June 14, 2018 - November 3, 2021

COMMONGOOD SECURITIES LLC

BD
CRD#: 289317
WINTER PARK, FL
Past

May 18, 2016 - March 26, 2018

CNL SECURITIES CORP.

BD
CRD#: 10356
ORLANDO, FL
Past

August 14, 2015 - May 11, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
JACKSONVILLE, FL

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".
ADVUS FINANCIAL PARTNERS, LLC
ADVUS FINANCIAL PARTNERS, LLC
ADVUS FINANCIAL PARTNERS, LLC | WATCH HILL PARTNERS, LLC | FISCAL FITNESS

CRD#: 311990 / SEC#: 801-120458

RIA
Registered Investment Advisory firm - (3/5/2021 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
Florida
(5/23/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/18/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/13/2015
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 8/14/2015
General Securities Representative Examination

Current Firm

ADVUS FINANCIAL PARTNERS, LLC
ADVUS FINANCIAL PARTNERS, LLC
ADVUS FINANCIAL PARTNERS, LLC | WATCH HILL PARTNERS, LLC | FISCAL FITNESS

CRD#: 311990 / SEC#: 801-120458

RIA
Registered Investment Advisory firm - (3/5/2021 Approved)
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Contact information

Main Address
631 W. Morse Blvd. Suite 115, Winter Park, FL 32789
Mailing Address
Phone number
(407) 585-1160
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (10 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

ADVUS BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts1,276
AUM (Assets Under Management)$ 3,066,675,906

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

ADVUS FINANCIAL PARTNERS, LLC

ADVUS FINANCIAL PARTNERS, LLC

CRD#: 311990Winter Park, FL 32789

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