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Chief Financial Officer · Cynosure Portfolio Advisors LLC

Richard G. Lee

CRD 7298677 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Cynosure Portfolio Advisors LLC, an SEC-registered wealth manager based in Salt Lake City, UT with $6 million in regulatory assets, lists Richard G. Lee on its Form ADV as Chief Financial Officer, a control person. The SEC filings also name Richard at 1 other registered adviser.

Firms and roles

AtlasMembers

Richard’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 each firm
2 firmsLocked
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 (12)

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

See all 12 free

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