SL
Seongsoo Lee
CRD 4544862
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| New Insight Wealth Advisors | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
New Insight Wealth Advisors
Wealth Advisor · 75% or more · Aug 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗