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Samuel Robert Lees

Tanager Wealth Management

London

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Current Employers
Tanager Wealth Management

7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-07-24
  • PA RA
    APPROVED
    Since 2023-07-24

Branch Locations

7Th Floor, East Wing Vintners Place, 68 Upper Thames Street, London EC4V 3BJ • United Kingdom

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
Dennehy Weller And Co. Chislehurst 06/2014 09/2020
Tanager Wealth Management Llp London 09/2020 Present
Tanager Wealth Management London 06/2023 Present
  • 06/2014 → 09/2020
    Dennehy Weller And Co.
    Chislehurst
  • 09/2020 → Present
    Tanager Wealth Management Llp
    London
  • 06/2023 → Present
    Tanager Wealth Management
    London
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-24
  • S65 Uniform Investment Adviser Law Examination
    2023-07-24

View on SEC IAPD

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