# LEE GERALD A

LEE GERALD A appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 8 filing roles across Form ADV (8).

## Filings (8)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [FIFTH WALL VENTURES MANAGEMENT, LLC](https://search.stillhousedata.com/firm/284141) | CHIEF FINANCIAL OFFICER | SANTA MONICA, CA |
| — | Form ADV | [FIFTH WALL ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/310525) | CHIEF FINANCIAL OFFICER | SANTA MONICA, CA |
| — | Form ADV | [MERIT FINANCIAL GROUP, LLC](https://search.stillhousedata.com/firm/142457) | CHIEF OPERATING OFFICER/CCO | ALPHARETTA, GA |
| — | Form ADV | [STONE CREEK CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/284775) | CHIEF OPERATING OFFICER/CHIEF COMPLIANCE OFFICER | ALPHARETTA, GA |
| — | Form ADV | [PLAINFIELD ASSET MANAGEMENT LLC](https://search.stillhousedata.com/firm/134668) | CHIEF COMPLIANCE OFFICER | GREENWICH, CT |
| — | Form ADV | [KALOS MANAGEMENT, INC.](https://search.stillhousedata.com/firm/133025) | PRESIDENT | PONTE VEDRA BEACH, FL |
| — | Form ADV | [CLARK/BARDES FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/43803) | COMPLIANCE OFFICER | LOS ANGELES, CA |
| — | Form ADV | [ASTERIA WEALTH LLC](https://search.stillhousedata.com/firm/285106) | CHIEF OPERATING OFFICER | PONTE VEDRA BEACH, FL |


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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.