Anthony D Lee is an investment adviser representative (IAR) with state registration records since 2016, appearing at 5 firms. Currently registered with CAPITAL CLIENT GROUP, INC..
| Firm | From | To | Current |
|---|---|---|---|
| CAPITAL CLIENT GROUP, INC. | 2024-11-25 | present | Yes |
| SCHWAB WEALTH ADVISORY, INC. | 2021-03-10 | 2024-11-18 | — |
| PRUCO SECURITIES, LLC | 2020-12-02 | 2021-01-12 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2018-10-24 | 2019-09-27 | — |
| CHARLES SCHWAB & CO., INC. | 2016-10-31 | 2018-11-02 | — |