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Bryan James Lee

Concentric

New York, NY

Walnut Creek, CA

CRD 7120950

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Employer firm

Concentric CRD 321633

$13.9B regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • CONSTRUCTION OF MODEL SECURITIES PORTFOLIOS

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

Current Employers
Concentric

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-20
CA RA APPROVED 2022-06-22
  • NY RA
    APPROVED
    Since 2026-02-20
  • CA RA
    APPROVED
    Since 2022-06-22

Branch Locations

850 3Rd Ave 19Th Floor, New York, NY 10022 • United States

1333 N. California Blvd Suite 680, Walnut Creek, CA 94596 • 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
Advisor Partners, Llc Walnut Creek CA 01/2018 06/2022
Ucsd Recreation La Jolla CA 02/2017 06/2017
Advisor Partners, Llc Walnut Creek CA 06/2016 09/2016
Uc San Diego San Diego CA 08/2013 06/2017
Unemployed Walnut Creek CA 07/2017 01/2018
Concentric Walnut Creek CA 06/2022 05/2024
Concentric Walnut Creek CA 05/2024 Present
  • 01/2018 → 06/2022
    Advisor Partners, Llc
    Walnut Creek, CA
  • 02/2017 → 06/2017
    Ucsd Recreation
    La Jolla, CA
  • 06/2016 → 09/2016
    Advisor Partners, Llc
    Walnut Creek, CA
  • 08/2013 → 06/2017
    Uc San Diego
    San Diego, CA
  • 07/2017 → 01/2018
    Unemployed
    Walnut Creek, CA
  • 06/2022 → 05/2024
    Concentric
    Walnut Creek, CA
  • 05/2024 → Present
    Concentric
    Walnut Creek, CA
Previous Registrations
  • 2022-04-11 → 2022-08-15
    Advisor Partners, Llc
    New York, NY
    Walnut Creek, CA
  • 2019-09-05 → 2020-12-31
    Advisor Partners, Llc
    Walnut Creek, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-09-05
  • S65 Uniform Investment Adviser Law Examination
    2019-09-05

View on SEC IAPD

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