# Michael Sungmin Lee

Michael Sungmin Lee appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 3 filing roles across Form ADV (3).

## Filings (3)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| 2025-09-16 | Form ADV | [CARL MARKS MANAGEMENT COMPANY, LLC](https://search.stillhousedata.com/firm/107695) | MANAGING MEMBER/CHIEF INVESTMENT OFFICER | NEW YORK, NY |
| — | Form ADV | [STIFEL INDEPENDENT ADVISORS, LLC](https://search.stillhousedata.com/firm/28218) | ASSISTANT VICE PRESIDENT | ST LOUIS, MO |
| — | Form ADV | [SOLUTIONS FOR WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/113570) | MEMBER | BOURBONNAIS, IL |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.