Spencer B Lee
Professional Summary
Spencer B Lee, who also goes by Bo Li, is a registered financial advisor currently at WINLO MANAGEMENT GROUP, LLC located in Austin, Texas. Spencer is registered as a RR (Registered Representative) and started their career in finance in 2017. Spencer has worked at 2 firms and has passed the Series 63, Series 7TO, Series 82TO, SIE and Series 82 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Bo Li
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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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.
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Years of Experience
9 years in the financial services industry
Current & Past Employments
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Current Firm
OSBORNE, ERIN LEIGH | WINLO MANAGEMENT GROUP, LLC | WINLO MANAGEMENT GROUP | STONECREST GLOBAL CAPITAL, LLC | STONECREST GLOBAL CAPITAL
Contact Information
Main Address
300 W 6th Street Suite 1550, Austin, TX 78701Mailing Address
300 W 6th Street Suite 1550, Austin, TX 78701Phone Number
(800) 688-3824Established
Puerto Rico since 01/15/2018Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (11 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(11/19/2025)
(11/18/2025)
(3/26/2026)
(4/6/2026)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Mar 2023About the Series 82TO examSeries 82 — Limited Representative-Private Securities Offerings
Passed Nov 2017About the Series 82 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Spencer B Lee's CRS (Customer Relationship Summary).
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