Ameriprise Financial Services
44yrs
Top advisor by experience in Saddle Brook
33yrs
James Lee
Financial advisor at Equitable Advisors
James Lee is a fiduciary financial advisor in Saddle Brook, New Jersey, with 33 years in the industry. James joined Equitable Advisors in 2002, a firm offering financial planning, investment management, and retirement plan consulting. The firm is paid through a percentage of assets, hourly fees, and flat fees.
One of 109 advisors with offices in Saddle Brook, and one of 97 fiduciaries.
At a glance
Experience33 years (since 1993)
How that compares ?Top 10% by experience at Equitable Advisors
Office250 Pehle Avenue Suite 300 - Park 80 W Plaza 2, Saddle Brook, NJ 07663
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
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.
Career
- 2002 – nowEquitable Advisors, LLCCurrent firm
Contact James
Local office(201) 592-2505Ask for James. (212) 314-4600Main office · New York, NY 250 Pehle Avenue Suite 300 - Park 80 W Plaza 2Saddle Brook, NJ 07663Office · Get directions LinkedIn pageEquitable Advisors
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Questions to ask James
Tailored to James’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- 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
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About James
How do I contact James?
Call James’s local office at (201) 592-2505 or the Equitable Advisors main office at (212) 314-4600, and ask for James Lee.
How long has James been a financial advisor?
James has been in the industry since 1993, about 33 years. Top 10% by experience at Equitable Advisors.
What licenses does James hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is James a fiduciary?
James is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is James paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask James for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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