# Anthony D Lee

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..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAPITAL CLIENT GROUP, INC.](https://search.stillhousedata.com/firm/6247) | 2024-11-25 | present | Yes |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2021-03-10 | 2024-11-18 | — |
| [PRUCO SECURITIES, LLC](https://search.stillhousedata.com/firm/5685) | 2020-12-02 | 2021-01-12 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2018-10-24 | 2019-09-27 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2016-10-31 | 2018-11-02 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6450534)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6450534.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.