Raymond Ming Lee

Employer firm

Eagle Strategies LLC CRD 110826

$32.0B regulatory AUM 6,662 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

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

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

Current Employers

Employment History

• 08/2014 → 11/2016
  Method Investment & Advisory
  New York, NY
• 12/2016 → 11/2017
  Windsor Street Capital Lp
  New York, NY
• 10/2018 → 03/2020
  Minsheng Tonghai Investment Co
  Beijing
• 04/2020 → 03/2021
  Cellex, Inc
  New York, NY
• 05/2021 → Present
  New York Life Insurance Co.
  Melville, NY
• 07/2021 → Present
  Nylife Securities Llc
  Melville, NY
• 05/2018 → 09/2018
  Unemployed
  New York, NY
• 04/2017 → 04/2018
  Solomon Global Resource & Tran
  Mira Loma, CA
• 02/2016 → 03/2017
  World Energy Forum
  New York, NY
• 03/2019 → Present
  Tai Chi Ray, Llc
  Cliffside Park, NJ
• 07/2023 → Present
  Eagle Strategies Llc
  Flushing, NY

Other Businesses

[TAI CHI RAY LLC; Owner; start date 03/2019; 9 Manhattan Pl, Cliffside Park, NJ 07010; Fitness and well being education, 10 hrs per month, 0 hrs during securities trading hours; non-investment related]

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-07-30

Other Names

• Raymond Li
• Ming Li