# CHARLES RANDOLPH LEE

CHARLES RANDOLPH LEE is an investment adviser representative (IAR) with state registration records since 2005, appearing at 6 firms. Currently registered with BROOKSTONE WEALTH ADVISORS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [BROOKSTONE WEALTH ADVISORS, LLC](https://search.stillhousedata.com/firm/137658) | 2024-05-28 | present | Yes |
| [OSAIC WEALTH, INC.](https://search.stillhousedata.com/firm/23131) | 2024-01-19 | 2024-05-31 | — |
| [WOODBURY FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/421) | 2019-03-01 | 2024-01-19 | — |
| [QUESTAR ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/133358) | 2008-03-06 | 2019-03-01 | — |
| [PRINCIPAL SECURITIES, INC.](https://search.stillhousedata.com/firm/1137) | 2006-11-28 | 2008-03-06 | — |
| [NATIONAL PLANNING CORPORATION](https://search.stillhousedata.com/firm/29604) | 2005-07-28 | 2006-11-03 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2988647)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2988647.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.