Lee B. Blumsack
Professional summary
Lee Benjamin Blumsack is a registered financial professional currently at WELLINGTON FUNDS DISTRIBUTORS INC. located in Chicago, Illinois.
Lee is registered as a RR (Registered Representative) and started their career in finance in 2023. Lee has worked at 1 firm and has passed the Series 7TO, SIE and Series 24 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Lee Benjamin Blumsack's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 16, 2023 - Present
WELLINGTON FUNDS DISTRIBUTORS INC.
Office #1: 345 North Morgan Street 4th Floor, Chicago, IL 60607State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 7TO
Passed: 8/16/2023
General Securities Representative ExaminationFINRA
Current Firm
WELLINGTON FUNDS DISTRIBUTORS INC.
CRD#: 152768 / SEC#: , 8-68476
Contact information
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WELLINGTON MANAGEMENT FUNDS HOLDINGS LLP | HOLDING COMPANY | |
| COYNE, LAURA ANN ESQ. | DIRECTOR | 7053320 |
| KOPEC, CHRISTINA | DIRECTOR | 5929352 |
| MACKENZIE, BRENDAN MICHAEL | DIRECTOR | 5051963 |
| MARTIN, SARA ANN | CHIEF LEGAL OFFICER | 7469775 |
| MILLEN, SARAH MACKTEZ | CHIEF FINANCIAL OFFICER | 7116565 |
| SHANNON, MARY KEHOE | PRESIDENT | 6439388 |
| SHANNON, MARY KEHOE | DIRECTOR | 6439388 |
| WALSH, MELISSA JEAN | DIRECTOR | 8255606 |
| WILLIAMS, ASHLEY LEIGH | CHIEF COMPLIANCE OFFICER | 5498874 |
Red Flags
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Company Information
WELLINGTON FUNDS DISTRIBUTORS INC.
CRD#: 152768Chicago, IL 60607TRUST BUT VERIFY
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