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Chief Compliance Officer & Chief Operating Officer · Savvy Labs Inc

Jennifer G. Lee

CRD 4528437 · Named on Form ADV at one SEC-registered adviser

At a glance

Savvy Labs Inc, an SEC-registered asset manager based in New York, NY with $119 million in regulatory assets, lists Jennifer G. Lee on its Form ADV as Chief Compliance Officer & Chief Operating Officer, a control person.

Firms and roles

  • Savvy Labs IncChief Compliance Officer & Chief Operating OfficerAsset manager · New York, NY · $119M in regulatory assets

AtlasMembers

Jennifer’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
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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

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