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William Lee, Jr.

Director, Chief Executive Officer and Chief Investment Officer at Fayez Sarofim & Co.

Investment adviser registrationHouston, TXSEC record checked 17 October 2026

25
Years in the industry
25
Years at the firm
4
Adviser firms
1
State registrations

IAPD record retrieved 17 October 2026SEC record

William Lee, Jr. is Director, Chief Executive Officer and Chief Investment Officer of Fayez Sarofim & Co., LLC, a Houston investment adviser managing $35.1B. William Lee, Jr. has been registered through Fayez Sarofim & Co. since 10 November 2000 and has 25 years in the industry across 4 firms.

Role at Fayez Sarofim & Co.

Title on Schedule A
Director, Chief Executive Officer and Chief Investment Officer
Control
William Lee, Jr. is a control person of Fayez Sarofim & Co..
Ownership
An individual ownership band is not available in the source record.
Tenure
William Lee, Jr. has held the filed role since May 2022.

The firm

Fayez Sarofim & Co., LLC
Houston, TX

Form ADV filed 12 May 2026

$35.1B AUM2,997 clients22 advisers1 offices

Career on record

William Lee, Jr. has been registered through Fayez Sarofim & Co. since November 2000.

Firms and exams, newest first
  1. Sarofim Trust CoCurrent
    – present · 17 years
    Houston, TX · Adviser representative · Firm CRD 106590
  2. Sarofim International Management CoCurrent
    – present · 25 years
    Houston, TX · Adviser representative · Firm CRD 106933
  3. Sarofim Advisors Group Inc
    – · 13 years
    Houston, TX · Adviser representative · Firm CRD 106932
  4. Fayez Sarofim & Co.Current
    – present · 26 years
    Houston, TX · Adviser representative · Firm CRD 106584

Registrations and exams

William Lee, Jr. has a current investment-adviser registration in Texas and has passed 0 qualifying exams.

Texas10 November 2000
Scope
Investment adviser representative
Status
Approved

Examinations

No examinations are on William Lee, Jr.’s record.

Individual record

Full name
William Gentry Lee, Jr.
CRD
4558092
Firm
Fayez Sarofim & Co., LLC
Registration status
Investment adviser registration
Office
TWO HOUSTON CENTER, SUITE 2907, Houston, TX 77010
Firm bio
sarofim.com

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Background

William (“Gentry”) Lee, Jr. is Chief Executive Officer and Chief Investment Officer of Fayez Sarofim & Co. He received an MBA from Harvard Business School and a BA in Economics from Vanderbilt University, and previously worked as a financial analyst at Enron Capital & Trade Resources. Official firm biography

Education

Common questions

Where does William Lee, Jr. work?

William Lee, Jr. has been Director, Chief Executive Officer and Chief Investment Officer of Fayez Sarofim & Co., LLC since May 2022, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 12 May 2026

Is William Lee, Jr. a financial advisor?

Yes. William Lee, Jr. has a current investment-adviser registration in Texas, through Fayez Sarofim & Co. since November 2000, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

How many years of experience does William Lee, Jr. have?

William Lee, Jr. has worked in the financial industry for 25 years as of 17 October 2026, counted from 10 November 2000, across 4 adviser firms.

Source: IAPD individual record, checked 17 October 2026

Where is William Lee, Jr. based?

William Lee, Jr.’s registered office is in Houston, TX.

Source: IAPD individual record, checked 17 October 2026

Leadership at Fayez Sarofim & Co.

Sources

  1. IAPD individual record, CRD 4558092. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Fayez Sarofim & Co., LLC, filed 12 May 2026. Title, control and ownership bands.
  3. Fayez Sarofim & Co. team page. Biography, education, credentials, awards.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with William Lee, Jr. or Fayez Sarofim & Co., LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.