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George Lee

EARLSDON CAPITAL MANAGEMENT
CHANTILLY, VA
Some features on this profile are disabled
CRD#: 5278766
GL
George LeeEARLSDON CAPITAL MANAGEMENT

Professional summary

George Lee, who also goes by Mu-huan Lee, is a registered financial advisor currently at EARLSDON CAPITAL MANAGEMENT, LLC located in Chantilly, Virginia.

George is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. George has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Mu-Huan Lee

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view George Lee's 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

August 12, 2026 - Present

EARLSDON CAPITAL MANAGEMENT, LLC

RIA
CRD#: 334252
CHANTILLY, VA
Past

January 7, 2021 - August 30, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
STERLING, VA
Past

December 4, 2020 - August 30, 2021

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
STERLING, VA
Past

February 16, 2007 - March 22, 2007

WHEATLEY CAPITAL SERIES FUND LLC

BD
CRD#: 134459
JERICHO, NY

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
Virginia
(8/12/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/5/2021
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/4/2020
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/30/2020
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/15/2007
General Securities Representative Examination

Current Firm

EC
EARLSDON CAPITAL MANAGEMENT, LLC
EARLSDON CAPITAL MANAGEMENT, LLC

CRD#: 334252 / SEC#:

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Contact information

Main Address
25134 Earlsdon Terrace, Chantilly, VA 20152
Mailing Address
Phone number
(412) 726-3576
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Exempt reporting advisers

Exempt Reporting Advisers ("ERA") are investment advisers that are not required to register as investment advisers because they rely on certain exemptions from registration under sections 203(l) and 203(m) of the Investment Advisers Act of 1940 and related rules. Certain state securities regulatory authorities have similar exemptions based on state statutes or regulations. An ERA is required to file a report using Form ADV, but does not complete all items contained in Form ADV that a registered adviser must complete. Other state securities regulatory authorities require an ERA to register as an investment adviser and file a complete Form ADV. Below are the regulators with which an ERA report is filed.
SEC / JURISDICTIONREPORTING STATUSEFFECTIVE DATE
VirginiaERA - Active1/9/2025

Red Flags

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Company Information

EARLSDON CAPITAL MANAGEMENT, LLC

CRD#: 334252Chantilly, VA

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