MICHAEL THOMAS LEE is an investment adviser representative (IAR) with state registration records since 2003, appearing at 9 firms. Currently registered with COMPASS FINANCIAL MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| COMPASS FINANCIAL MANAGEMENT LLC | 2021-08-06 | present | Yes |
| ALTIUM WEALTH MANAGEMENT LLC | 2018-10-05 | 2019-11-18 | — |
| INVESTMARK ADVISORY GROUP LLC | 2017-02-03 | 2018-09-24 | — |
| COMMONWEALTH EQUITY SERVICES, LLC | 2017-02-01 | 2018-10-01 | — |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 2014-07-02 | 2017-08-23 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2014-07-09 | — |
| MORGAN STANLEY & CO. LLC | 2007-06-28 | 2009-06-01 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2005-05-26 | 2007-05-18 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2003-07-17 | 2005-06-02 | — |