Lee Kalotta is an investment adviser representative (IAR) with state registration records since 2006, appearing at 4 firms. Currently registered with AMERIPRISE FINANCIAL SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AMERIPRISE FINANCIAL SERVICES, LLC | 2025-03-31 | present | Yes |
| KINGSBURY CAPITAL INVESTMENT ADVISORS LLC | 2013-01-04 | 2018-12-18 | — |
| VALLEY FINANCIAL MANAGEMENT, INC. | 2010-09-15 | 2012-10-17 | — |
| USF ADVISORS, LLC | 2006-06-29 | 2007-07-06 | — |