Michael John Lee
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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
925 ADVISORY | WEEMS WEALTH MANAGEMENT, LLC | WEALTHTRUST ASSET MANAGEMENT, LLC | WEALTHTRUST ASSET MANAGEMENT | WEALTHTRUST ADVISORS | WEALTHPOINT INVESTMENTS, LLC | VALIANT WEALTH MANAGEMENT | TAMP ADVISORY SOLUTIONS, LLC | TAMP ADVISORY SOLUTIONS | PRIDE FINANCIAL ADVISORS | DUNCAN MCHUGH INVESTMENTS | CANYON CREEK CAPITAL LLC
Contact Information
Main Address
4458 Legendary Dr. Suite 140, Destin, FL 32541Phone Number
(850) 460-8444# of Employees
7SEC notice filing (12 States and Territories)
Registered to provide investment advisory services in 12 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
553AUM (Assets Under Management)
$217,382,332Similar Advisors
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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.
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Primary Firm SEC Registration
925 ADVISORY | WEEMS WEALTH MANAGEMENT, LLC | WEALTHTRUST ASSET MANAGEMENT, LLC | WEALTHTRUST ASSET MANAGEMENT | WEALTHTRUST ADVISORS | WEALTHPOINT INVESTMENTS, LLC | VALIANT WEALTH MANAGEMENT | TAMP ADVISORY SOLUTIONS, LLC | TAMP ADVISORY SOLUTIONS | PRIDE FINANCIAL ADVISORS | DUNCAN MCHUGH INVESTMENTS | CANYON CREEK CAPITAL LLC
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 55 — Limited Representative-Equity Trader Exam
Passed Apr 2002Similar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael John Lee's CRS (Customer Relationship Summary).
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