Stephen Lee is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-06-10 | present | Yes |
| IIYGROUP LLC | 2021-11-17 | 2026-05-06 | — |