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Andrew Lee The

Battle Green Advisors

Lexington, MA

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Current Employers
Battle Green Advisors

Lexington, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-08-12
  • MA RA
    APPROVED
    Since 2025-08-12

Branch Locations

Lexington, MA • 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
Cornell University Ithaca NY 09/2021 05/2024
Battle Green Advisors, Llc Lexington MA 01/2025 Present
Unemployed Lexington MA 06/2024 12/2024
Unemployed Lexington MA 01/2015 08/2021
  • 09/2021 → 05/2024
    Cornell University
    Ithaca, NY
  • 01/2025 → Present
    Battle Green Advisors, Llc
    Lexington, MA
  • 06/2024 → 12/2024
    Unemployed
    Lexington, MA
  • 01/2015 → 08/2021
    Unemployed
    Lexington, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-18
  • S65 Uniform Investment Adviser Law Examination
    2024-09-18

View on SEC IAPD

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