LPL Financial
46yrs
Top advisor by experience in Chandler
23yrs
Eddy Lee
Financial advisor at Merrill
Eddy Lee is a fiduciary financial advisor in Chandler, Arizona, with 23 years in the industry. Eddy joined Merrill in 2012, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 611 advisors with offices in Chandler, and one of 592 fiduciaries.
At a glance
Experience23 years (since 2003)
How that compares ?Top 14% by experience in Chandler
Office2555-2595 W Chandler Blvd CI Client Management, Chandler, AZ 85224
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
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
- 2012 – nowMerrillCurrent firm
Contact Eddy
(800) 637-7455Firm headquarters in New York, NY. Ask for Eddy. 2555-2595 W Chandler Blvd CI Client ManagementChandler, AZ 85224Office · Get directions
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Questions to ask Eddy
Tailored to Eddy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- 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 Eddy
How do I contact Eddy?
Call Merrill at (800) 637-7455 and ask for Eddy Lee. Eddy works from the Chandler, AZ office.
How long has Eddy been a financial advisor?
Eddy has been in the industry since 2003, about 23 years. Top 14% by experience in Chandler.
What licenses does Eddy hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Eddy a fiduciary?
Eddy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Eddy paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Eddy 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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