Investment adviser representative · Invision Capital Advisor, LLC
Ronald K. Lee
CRD 4566855 · Belmont, CA
At a glance
Ronald K. Lee is an investment adviser representative with Invision Capital Advisor, LLC in Belmont, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Ronald’s SEC record dates to 2017, about 9 years ago. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Invision Capital Advisor, LLCSince January 2017Belmont, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Ronald’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
- Locked
- 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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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.