BH
Brian Hanwei Lee
CRD 5459462
Firms
| Firm | Role | As of |
|---|---|---|
| Seven Post Investment Office Lp | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Seven Post Investment Office Lp
Limited Partner · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗