Knox Capital
41yrs
Top 3% by experience in New York
41yrs
Sunho Lee
Financial advisor at Salem Asset Management
At a glance
Experience41 years (since 1985)
How that compares ?Top advisor by experience in South Salem
OfficeSouth Salem, NY
How the firm is paid ?Percent of assets
States licensed ?1 state
Services through Salem Asset Management
Investment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2022 – nowSalem Asset ManagementCurrent firm
Questions to ask Sunho
Tailored to Sunho’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Sunho
How do I contact Sunho?
Call Salem Asset Management at 914-533-2875 and ask for Sunho Lee. Sunho works from the South Salem, NY office.
How long has Sunho been a financial advisor?
Sunho has been in the industry since 1985, about 41 years. Top advisor by experience in South Salem.
What licenses does Sunho hold?
Series 63. Tap any license on this page to see what it allows.
Is Sunho a fiduciary?
Sunho is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Sunho paid?
Salem Asset Management reports being paid by a percentage of the assets they manage. Ask Sunho for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Strategic Advisers
25yrs
Top 8% by experience at Strategic Advisers
Westchester Wealth Management
11yrs
11 years in the industry
Advisor Share Wealth Management
3yrs
3 years in the industry