Michael Sungmin Lee appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. Michael Sungmin Lee appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| 2025-09-16 | Form ADV | CARL MARKS MANAGEMENT COMPANY, LLC | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | NEW YORK, NY |
| — | Form ADV | STIFEL INDEPENDENT ADVISORS, LLC | ASSISTANT VICE PRESIDENT | ST LOUIS, MO |
| — | Form ADV | SOLUTIONS FOR WEALTH MANAGEMENT, LLC | MEMBER | BOURBONNAIS, IL |