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Managing Member · Mycio Wealth Partners, LLC

David E. Lees

CRD 2148562 · Named on Form ADV at one SEC-registered adviser

At a glance

Mycio Wealth Partners, LLC, an SEC-registered wealth manager based in Philadelphia, PA with $15.8 billion in regulatory assets, lists David E. Lees on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

David’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
Locked
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

  • James J. BilesMember; Chief Compliance Officer (1/2007), Mycio Wealth Partners, LLC
  • Adrian G. VeruecoMember; Chief Financial Officer, Mycio Wealth Partners, LLC

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