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Co-Head of Wealth Solutions Through April 10, 2025; Head of WS April 10, 2025-June 30, 2025; Manager and President July 1, 2025 · Macquarie Wealth Advisers, LLC

Alexander H. Lee

CRD 2813905 · Named on Form ADV at one SEC-registered adviser

At a glance

Macquarie Wealth Advisers, LLC, an SEC-registered asset manager based in New York, NY with $4.8 billion in regulatory assets, lists Alexander H. Lee on its Form ADV as Co-Head of Wealth Solutions Through April 10, 2025; Head of WS April 10, 2025-June 30, 2025; Manager and President July 1, 2025, a control person.

Firms and roles

  • Macquarie Wealth Advisers, LLCCo-Head of Wealth Solutions Through April 10, 2025; Head of WS April 10, 2025-June 30, 2025; Manager and President July 1, 2025Asset manager · New York, NY · $4.8B in regulatory assets

AtlasMembers

Alexander’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (7)

2 more people named with Alexander on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alexander’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.