George J. M. Lee is an investment adviser representative (IAR) with state registration records since 2012, appearing at 1 firm. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-12-15 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2017-04-25 | 2022-01-05 | — |
| SCHWAB WEALTH ADVISORY, INC. | 2012-01-03 | 2014-11-19 | — |