Investment adviser representative · Highpoint Planning Partners
Samuel P. Lee
CRD 5847142 · Glenview, IL
At a glance
Samuel P. Lee is an investment adviser representative with Highpoint Planning Partners in Glenview, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Samuel’s SEC record dates to 2014, about 11 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Highpoint Planning PartnersSince February 2022Glenview, IL · $4.8B in regulatory assets
SEC adviser record
- Registered since
- 2014 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- Yes, see the SEC record
AtlasMembers
Samuel’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
- 2 firmsLocked
- 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.