# PRESTON A LEE

PRESTON A LEE is an investment adviser representative (IAR) with state registration records since 2011, appearing at 6 firms. Currently registered with WEALTH MANAGEMENT CPAS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [WEALTH MANAGEMENT CPAS, LLC](https://search.stillhousedata.com/firm/310096) | 2024-02-16 | present | Yes |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2023-01-11 | 2024-01-30 | — |
| [HARRISDIRECT LLC](https://search.stillhousedata.com/firm/42159) | 2016-02-11 | 2023-09-05 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2011-09-07 | 2016-02-10 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2011-09-07 | 2016-02-10 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2011-06-07 | 2011-09-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5409842)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5409842.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.