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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Lenape Investments, LLC

Carter H. Lee

CRD 2857634 · West Chester, PA

At a glance

Carter H. Lee is an investment adviser representative with Lenape Investments, LLC in West Chester, PA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Carter’s SEC record dates to 2013, about 13 years ago. Designations on file: Chartered Financial Analyst.

Current advisory firm

  • Lenape Investments, LLCSince November 2015West Chester, PA · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2013 (13 years)
Designations
Chartered Financial Analyst
Exams
–
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Carter’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.