# STEVE LEE

STEVE LEE is an investment adviser representative (IAR) with state registration records since 2009, appearing at 7 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CETERA INVESTMENT ADVISERS LLC](https://search.stillhousedata.com/firm/105644) | 2024-06-27 | present | Yes |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2022-06-28 | 2024-06-19 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2021-09-30 | 2022-05-03 | — |
| [U.S. BANCORP INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17868) | 2019-02-25 | 2021-09-28 | — |
| [U.S. BANCORP INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17868) | 2017-09-06 | 2018-12-06 | — |
| [BANCWEST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/29357) | 2013-05-02 | 2017-08-21 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2012-02-10 | 2013-03-06 | — |
| [U.S. BANCORP ADVISORS, LLC](https://search.stillhousedata.com/firm/14455) | 2009-12-23 | 2012-01-31 | — |
| [U.S. BANCORP ADVISORS, LLC](https://search.stillhousedata.com/firm/14455) | 2009-07-15 | 2009-08-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5523620)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5523620.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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