# FRANCES YOUNG LEE

FRANCES YOUNG LEE is an investment adviser representative (IAR) with state registration records since 2015, appearing at 3 firms. Currently registered with COLDSTREAM WEALTH MANAGEMENT.

## Registration history (3)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [COLDSTREAM WEALTH MANAGEMENT](https://search.stillhousedata.com/firm/108805) | 2019-05-29 | present | Yes |
| [STEWARD PARTNERS INVESTMENT SOLUTIONS, LLC](https://search.stillhousedata.com/firm/1254) | 2017-03-27 | 2019-05-20 | — |
| [CAPITAL ONE ADVISORS, LLC](https://search.stillhousedata.com/firm/136865) | 2015-11-03 | 2016-11-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6349097)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6349097.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.