# Soo J Lee

Soo J Lee is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with WEALTH PLANNING ADVISORS LLC.

## Registration history (4)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTH PLANNING ADVISORS LLC](https://search.stillhousedata.com/firm/289234) | 2025-10-21 | present | Yes |
| [PNC WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/129052) | 2015-10-16 | 2017-06-30 | — |
| [PARK AVENUE SECURITIES LLC](https://search.stillhousedata.com/firm/46173) | 2015-02-05 | 2015-10-09 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2011-01-01 | 2015-01-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2213989)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2213989.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.