Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
28yrs
David Lee
Financial advisor at Oppenheimer & Co.
David Lee is a fiduciary financial advisor in Bellevue, Washington, with 28 years in the industry. David joined Oppenheimer & Co. in 2013, after two years at Cetera Wealth Services. Oppenheimer & Co. offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 19% by experience in Bellevue
Office500 108th Avenue NE Suite 2100, Bellevue, WA 98004
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$609,565
Advisors at the firm1,160
States licensed ?1 state
Services through Oppenheimer & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing 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.
Career
- 2013 – nowOppenheimer & Co. Inc.Current firm
- 2010 – 2012Cetera Wealth Services, LLCPreviously
Contact David
Local office(425) 709-0430Ask for David. (212) 668-8000Main office · New York, NY 500 108th Avenue NE Suite 2100Bellevue, WA 98004Office · Get directions Firm websitewww.oppenheimer.com
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Questions to ask David
Tailored to David’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 David
How do I contact David?
Call David’s local office at (425) 709-0430 or the Oppenheimer & Co. main office at (212) 668-8000, and ask for David Lee.
How long has David been a financial advisor?
David has been in the industry since 1999, about 28 years. Top 19% by experience in Bellevue.
What licenses does David hold?
Series 63, Series 65, Series 66. Tap any license on this page to see what it allows.
Is David a fiduciary?
David is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is David paid?
Oppenheimer & Co. reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask David 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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