Chief Executive Officer · Tricord Advisors, Inc.
Jeremiah J Lee
CRD 7271911 · Named on Form ADV at one SEC-registered adviser
At a glance
Tricord Advisors, Inc., an SEC-registered wealth manager based in Riverside, CA with $432 million in regulatory assets, lists Jeremiah J Lee on its Form ADV as Chief Executive Officer, a control person.
Firms and roles
- Tricord Advisors, Inc.Chief Executive OfficerWealth manager · Riverside, CA · $432M in regulatory assets
AtlasMembers
Jeremiah’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
- Randy K. BarkleyChief Growth Officer, Tricord Advisors, Inc.
- Christopher M. MarshChief Compliance Officer, Tricord Advisors, Inc.
- Laura E. BarkleyPresident, Tricord Advisors, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeremiah’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.