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Director of Operations and Client Services / Owner · LEE Financial Company, LLC

Benjamin S. Shae

CRD 5333646 · Named on Form ADV at one SEC-registered adviser

At a glance

LEE Financial Company, LLC, an SEC-registered wealth manager based in Dallas, TX with $1.7 billion in regulatory assets, lists Benjamin S. Shae on its Form ADV as Director of Operations and Client Services / Owner.

Firms and roles

  • LEE Financial Company, LLCDirector of Operations and Client Services / OwnerWealth manager · Dallas, TX · $1.7B in regulatory assets

AtlasMembers

Benjamin’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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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 (8)

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

See all 8 free

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