WG
William Gentry Lee, Jr.
CRD 4558092
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Fayez Sarofim & Co., Llc | Registered representative | 07/20/2026 |
| Sarofim Trust Co., Lta | Registered representative | 07/20/2026 |
| Sarofim International Management Company Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Sarofim Realty Advisors Llc
Senior Vice President · Less than 5% · Jun 2024
-
Fayez Sarofim & Co., Llc
Director, Chief Executive Officer And Chief Investment Officer · Less than 5% · Mar 2024
-
Sarofim International Management Company Llc
Director, Chief Executive Officer · Less than 5% · Mar 2024
-
Sarofim Trust Co., Lta
Senior Vice President, Chief Investment Officer · Less than 5% · Mar 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗