# MALIK S LEE

MALIK S LEE is an investment adviser representative (IAR) with state registration records since 2008, appearing at 6 firms. Currently registered with FELTON & PEEL WEALTH MANAGEMENT, INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [KLONDIKE FINANCIAL, LLC](https://search.stillhousedata.com/firm/331193) | 2024-08-28 | 2025-05-14 | — |
| [FELTON & PEEL WEALTH MANAGEMENT, INC.](https://search.stillhousedata.com/firm/298495) | 2018-08-23 | present | Yes |
| [HENSSLER FINANCIAL](https://search.stillhousedata.com/firm/104545) | 2013-10-30 | 2018-08-15 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2011-03-01 | 2013-07-15 | — |
| [MSI FINANCIAL SERVICES, INC.](https://search.stillhousedata.com/firm/14251) | 2009-01-12 | 2011-03-10 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2008-02-12 | 2008-08-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5443462)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5443462.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.