Trey Elden Waite

Employer firm

Lee Financial Company, LLC CRD 105910

$1.68B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 08/2016 → 05/2017
  Texas Tech University
  Lubbock, TX
• 05/2017 → 08/2017
  Regentatlantic
  Morristown, NJ
• 08/2017 → 12/2017
  Texas Tech University
  Lubbock, TX
• 01/2018 → 08/2019
  Sullivan Bruyette Speros & Blayney, Llc
  Mclean, VA
• 08/2019 → Present
  Lee Financial
  Dallas, TX

Designations

• Certified Financial Planner

Other Names

• Trey Waite