William Lee Reece

Employer firm

Madison Park Capital Advisors, LLC CRD 172780

$295M regulatory AUM 14 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2016 → Present
  Madison Park Capital Advisors, Llc
  Seattle, WA
• 03/2016 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2008-12-19 → 2016-04-05
  Rbc Capital Markets, Llc
  Seattle, WA
• 2006-12-20 → 2008-12-26
  Ubs Financial Services Inc.
  Bellevue, WA

Other Businesses

1) Madison Park Capital Advisors, LLC-Investment related-701 Fifth Ave, Ste. 4200, Seattle, WA 98104-RIA-Investment Advisor-3/4/2016-160 hrs/mth-100% during trading hrs-Provides planning, advice or analysis by making direct or indirect recommendations regarding securities or securities markets. 2) PKS Financial- Investment related-80 State Street-Insurance-Advisor-3/2016-5 hrs/mth-1 during trading hrs-Shares knowledge about insurance products with clients and when appropriate provide them.

Exams

• S66 Uniform Combined State Law Examination
  2006-12-11
• S63 Uniform Securities Agent State Law Examination
  2003-09-11

Other Names

• Bill Lee Reece