Sophie Angela Lee is an investment adviser representative (IAR) with state registration records since 2017, appearing at 2 firms. Currently registered with CRESSET ASSET MANAGEMENT, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CRESSET ASSET MANAGEMENT, LLC | 2019-05-01 | present | Yes |
| CYPRESS WEALTH ADVISORS | 2017-04-21 | 2019-05-17 | — |