Christopher T. Lee

PASSPORT WEALTH MANAGEMENT

Cornelius, NC 28031

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CRD#: 7143944

Professional summary

Christopher Thomas Lee is a registered financial advisor currently at PASSPORT WEALTH MANAGEMENT located in Cornelius, North Carolina.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Christopher has worked at 1 firm .

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Thomas 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

February 5, 2026 - Present

PASSPORT WEALTH MANAGEMENT

Office #1: 17505 W Catawba Ave #200, Cornelius, NC 28031

RIA

CRD#: 297449

Cornelius, NC

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".

PASSPORT WEALTH MANAGEMENT

PASSPORT WEALTH MANAGEMENT | PASSPORT WEALTH MANAGEMENT, LLC | PASSPORT WEALTH MANAGEMENT LLC

CRD#: 297449 / SEC#: 801-134799

RIA

Registered Investment Advisory firm - (11/25/2025 Approved)

North Carolina

Registered Investment Advisory firm - (12/2/2025 Terminated)

Texas

Registered Investment Advisory firm - (12/1/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

North Carolina
(2/5/2026)

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

Current Firm

PASSPORT WEALTH MANAGEMENT

PASSPORT WEALTH MANAGEMENT | PASSPORT WEALTH MANAGEMENT, LLC | PASSPORT WEALTH MANAGEMENT LLC

CRD#: 297449 / SEC#: 801-134799

RIA

Registered Investment Advisory firm - (11/25/2025 Approved)

North Carolina

Registered Investment Advisory firm - (12/2/2025 Terminated)

Texas

Registered Investment Advisory firm - (12/1/2025 Terminated)

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Contact information

Main Address

17505 W Catawba Ave #200, Cornelius, NC 28031

Mailing Address

Phone number

(704) 457-0060

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A 2B (2/9/2026)

Regulatory assets under management

Total Number of Accounts	409
AUM (Assets Under Management)	$ 115,333,521

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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Christopher T. Lee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher Thomas Lee's CRS (Customer Relationship Summary).

Certified licenses

Experience

PASSPORT WEALTH MANAGEMENT

Primary Firm SEC Registration

PASSPORT WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Current Firm

PASSPORT WEALTH MANAGEMENT

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PASSPORT WEALTH MANAGEMENT

TRUST BUT VERIFY

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