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Inactive

Philip Clayton Lee

Beacon Pointe Advisors, LLC

Stoneham, MA

Newport Beach, CA

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Current Employers
Beacon Pointe Advisors, Llc

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-05-19
NH RA APPROVED 2026-05-06
  • MA RA
    APPROVED
    Since 2026-05-19
  • NH RA
    APPROVED
    Since 2026-05-06

Branch Locations

92 Montvale Avenue, Suite 2050, Stoneham, MA 02180 • United States

24 Corporate Plaza Suite 150, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financially In Tune, Llc Stoneham MA 07/2016 01/2018
Beacon Pointe Advisors, Llc Stoneham MA 05/2026 Present
Financially In Tune, Llc Stoneham MA 01/2018 02/2019
Financially In Tune, Llc Stoneham MA 02/2019 08/2026
  • 07/2016 → 01/2018
    Financially In Tune, Llc
    Stoneham, MA
  • 05/2026 → Present
    Beacon Pointe Advisors, Llc
    Stoneham, MA
  • 01/2018 → 02/2019
    Financially In Tune, Llc
    Stoneham, MA
  • 02/2019 → 08/2026
    Financially In Tune, Llc
    Stoneham, MA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-08-09
  • S65 Uniform Investment Adviser Law Examination
    2001-08-09
Designations
Other Names
  • Phil Lee

View on SEC IAPD

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Other Investors

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JENNIFER DEWEY KUNDROT
JEANNE GIBSON SULLIVAN
AMANDA ANNE MAGEE
KENNETH JOSEPH BUCCI
Jacob Halloran
Timothy Charles DiMinico
RUSHAB DINESH TANNA

Other Offices

LPL FINANCIAL LLC · STONEHAM, MA
BEACON POINTE ADVISORS, LLC · Stoneham, MA
COMMONWEALTH FINANCIAL NETWORK · STONEHAM, MA
GARRETT NAGLE & CO., INC. · WOBURN, MA
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Woburn, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Woburn, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Woburn, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Woburn, MA

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