Bryan J. Lee

CONCENTRIC

New York, NY

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CRD#: 7120950

Professional summary

Bryan James Lee is a registered financial advisor currently at CONCENTRIC located in New York, New York.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bryan has worked at 2 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 Bryan James 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®

None

Experience

Current

June 22, 2022 - Present

CONCENTRIC

RIA

CRD#: 321633

New York, NY

Past

April 11, 2022 - August 15, 2022

ADVISOR PARTNERS, LLC

RIA

CRD#: 114536

New York, NY

Past

September 5, 2019 - December 31, 2020

ADVISOR PARTNERS, LLC

RIA

CRD#: 114536

Walnut Creek, 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".

CONCENTRIC

ADVISOR PARTNERS | CONCENTRIC | ADVISOR PARTNERS II, LLC

CRD#: 321633 / SEC#: 801-125744

RIA

Registered Investment Advisory firm - (5/25/2022 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
(6/22/2022)

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: 9/5/2019

Uniform Investment Adviser Law Examination

Current Firm

CONCENTRIC

ADVISOR PARTNERS | CONCENTRIC | ADVISOR PARTNERS II, LLC

CRD#: 321633 / SEC#: 801-125744

RIA

Registered Investment Advisory firm - (5/25/2022 Approved)

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Contact information

Main Address

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596

Mailing Address

Phone number

(888) 265-2257

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (42 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CONCENTRIC PART 2A FORM ADV 08012025 (8/1/2025)

Regulatory assets under management

Total Number of Accounts	3,552
AUM (Assets Under Management)	$ 7,668,325,922

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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Bryan J. Lee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

CONCENTRIC

ADVISOR PARTNERS, LLC

ADVISOR PARTNERS, LLC

Primary Firm SEC Registration

CONCENTRIC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/5/2019

Current Firm

CONCENTRIC

Contact information

SEC notice filing (42 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CONCENTRIC

TRUST BUT VERIFY

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