Michael J. Lee

WEALTHTRUST ASSET MANAGEMENT

Destin, FL 32541

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CRD#: 4507518

Professional summary

Michael John Lee is a registered financial advisor currently at WEALTHTRUST ASSET MANAGEMENT, LLC located in Destin, Florida.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Michael has worked at 9 firms and has passed the Series 65, Series 66, Series 63, Series 7 and Series 55 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

OCCASIONAL CONTRIBUTOR TO SEEKING ALPHA, AN INVESTMENT RELATED WEBSITE. I SPEND APPROXIMATELY 1 HR PER WEEK ON WEEKENDS WHEN ACTIVE. I AM CURRENTLY NOT ACTIVELY CONTRIBUTING.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Lee's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 22, 2024 - Present

WEALTHTRUST ASSET MANAGEMENT, LLC

Office #1: 4458 Legendary Dr. Suite 140, Destin, FL 32541

RIA

CRD#: 174901

Destin, FL

Past

July 27, 2022 - December 31, 2022

LONG STREET CAPITAL MANAGEMENT

RIA

CRD#: 315437

BLACKSHEAR, GA

Past

February 15, 2018 - March 29, 2018

ASTERIA WEALTH LLC

RIA

CRD#: 285106

ALPHARETTA, GA

Past

February 15, 2018 - March 29, 2018

WILDERMUTH ADVISORY, LLC

RIA

CRD#: 169354

ALPHARETTA, GA

Past

August 27, 2015 - March 29, 2018

KALOS MANAGEMENT

RIA

CRD#: 133025

ALPHARETTA, GA

Past

July 10, 2012 - December 5, 2014

LONG STREET CAPITAL MANAGEMENT, LLC

RIA

CRD#: 164608

BLACKSHEAR, GA

Past

June 25, 2007 - February 11, 2008

MOORS & CABOT FINANCIAL ADVISORS, LLC

CRD#: 132798

ALEXANDRIA, VA

Past

April 25, 2006 - June 25, 2007

MOORS & CABOT FINANCIAL ADVISORS, LLC

CRD#: 132798

ALEXANDRIA, VA

Past

April 24, 2006 - August 21, 2006

MOORS & CABOT, INC.

CRD#: 594

BOSTON, MA

Past

April 5, 2002 - December 18, 2002

WORLDCO, L.L.C.

CRD#: 24673

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTHTRUST ASSET MANAGEMENT, LLC

CRD#: 174901 / SEC#: 801-80938

RIA

Registered Investment Advisory firm - (2/3/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Florida
(5/22/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 5/23/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 7/3/2007

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/10/2006

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 4/21/2006

General Securities Representative Examination

General Industry/Product Exam

Series 55

Date: 4/25/2002

Limited Representative-Equity Trader Exam

Current Firm

WEALTHTRUST ASSET MANAGEMENT, LLC

CRD#: 174901 / SEC#: 801-80938

RIA

Registered Investment Advisory firm - (2/3/2015 Approved)

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Contact information

Main Address

4458 Legendary Dr. Suite 140, Destin, FL 32541

Mailing Address

Phone number

(850) 460-8444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/28/2025)

WRAP FEE BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	565
AUM (Assets Under Management)	$ 182,970,058

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Michael J. Lee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Lee's CRS (Customer Relationship Summary).

Certified licenses

Experience

LONG STREET CAPITAL MANAGEMENT

ASTERIA WEALTH LLC

WILDERMUTH ADVISORY, LLC

KALOS MANAGEMENT

LONG STREET CAPITAL MANAGEMENT, LLC

MOORS & CABOT FINANCIAL ADVISORS, LLC

MOORS & CABOT FINANCIAL ADVISORS, LLC

MOORS & CABOT, INC.

WORLDCO, L.L.C.

Primary Firm SEC Registration

WEALTHTRUST ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 5/23/2012

Series 66

Date: 7/3/2007

Series 63

Date: 5/10/2006

Series 7

Date: 4/21/2006

Series 55

Date: 4/25/2002

Current Firm

WEALTHTRUST ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHTRUST ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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