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PHILIP CLAYTON LEE
Phil Lee
CRD#: 4551413
IA
Investment Adviser
FINANCIALLY IN TUNECRD#: 156200 92 MONTVALE AVENUE
SUITE 2050
STONEHAM, MA 02180
Registration History
2002200420062008201020122014201620182020202220242026IAFINANCIALLY IN TUNE (CRD# 156200)2017 - Present (7 years)IAMODERA WEALTH MANAGEMENT, LLC (CRD# 155649)2011 - 2016 (5 years)IABACK BAY FINANCIAL GROUP, INC. (CRD# 108070)2001 - 2010 (9 years)
License(s)

State Registrations

IA
Massachusetts 2/17/2017

Current Registration(s)
IA
FINANCIALLY IN TUNE (CRD#:156200)
92 MONTVALE AVENUE SUITE 2050, STONEHAM, MA 02180
Registered with this firm since 2/17/2017

Previous Registration(s)
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IA
01/06/2011 - 07/15/2016 MODERA WEALTH MANAGEMENT, LLC (CRD#:155649) WESTWOOD, NJ
IA
12/20/2001 - 12/31/2010 BACK BAY FINANCIAL GROUP, INC. (CRD#:108070) BOSTON, MA
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Disclosures
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