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Bryan James Lee

Blue Zone Wealth Advisors, LLC

Los Angeles, CA

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Current Employers
Blue Zone Wealth Advisors, Llc

11812 San Vicente Blvd. Ste. 250, Los Angeles, CA 90049 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-25
  • CA RA
    APPROVED
    Since 2025-04-25

Branch Locations

11812 San Vicente Blvd. Ste. 250, Los Angeles, CA 90049 • 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
Private Management Group Irvine CA 01/2013 02/2020
Blue Zone Wealth Management, Llc Los Angeles CA 02/2020 Present
  • 01/2013 → 02/2020
    Private Management Group
    Irvine, CA
  • 02/2020 → Present
    Blue Zone Wealth Management, Llc
    Los Angeles, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-03-01
  • S66 Uniform Combined State Law Examination
    2013-03-01
Designations
Other Names
  • Bryan Lee

View on SEC IAPD

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