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Lee Michael Boudouris

Sunpointe Investments

St. Louis, MO

CRD 5997782

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Employer firm

Sunpointe Investments CRD 282505

$791M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Sunpointe Investments

8301 Maryland Avenue Suite 300, St. Louis, MO 63105 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2021-03-11
  • MO RA
    APPROVED
    Since 2021-03-11

Branch Locations

8301 Maryland Avenue Suite 300, St. Louis, MO 63105 • 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
Sunpointe Investments St. Louis MO 02/2021 Present
Mercer Investment Consulting Llc St. Louis MO 01/2015 01/2021
  • 02/2021 → Present
    Sunpointe Investments
    St. Louis, MO
  • 01/2015 → 01/2021
    Mercer Investment Consulting Llc
    St. Louis, MO
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-03-11
  • S65 Uniform Investment Adviser Law Examination
    2021-03-11

View on SEC IAPD

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Nearby Offices

UNIVERSAL FINANCIAL ADVISORS, LLC · ST. LOUIS, MO
EDWARD JONES · KIRKWOOD, MO
EDWARD JONES · KIRKWOOD, MO

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