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Limited Partner and Chief Financial Officer · Klingenstein Fields Advisors

Yuh-Yng Lee

CRD 7091591 · Named on Form ADV at 2 SEC-registered advisers

At a glance

Klingenstein Fields Advisors, an SEC-registered wealth manager based in New York, NY with $4.7 billion in regulatory assets, lists Yuh-Yng Lee on its Form ADV as Limited Partner and Chief Financial Officer, a control person. The SEC filings also name Yuh-Yng at 1 other registered adviser.

Firms and roles

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Yuh-Yng’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 (7)

  • Kenneth H. FieldsLimited Partner, Executive Chairman, Klingenstein Fields Advisors
  • Susan H. CurryLimited Partner and Chief Operating Officer, Klingenstein Fields Advisors
  • Kenneth D. PollingerLimited Partner, Chairman, Co-Chief Executive Officer, Klingenstein Fields Advisors
  • Jonathan RobertsLimited Partner, Klingenstein Fields Advisors
  • James W. FieldsLimited Partner, Co-Chief Executive Officer, President, Klingenstein Fields Advisors

2 more people named with Yuh-Yng on the same filings, with titles and firms. Free in Atlas with a free account.

See all 7 free

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