AUMdb
RJ

Rotberg, Joseph, Bernard

CRD 5455617

Firms

No current firm registrations on file.

Ownership stakes

  • Lee Equity Partners, Llc
    Managing Member, Chief Compliance Officer, Chief Financial Officer · 10% – 25% · Mar 2024

From Form ADV Schedule A/B filings.

Source

Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗