Yan Lee is an investment adviser representative (IAR) with state registration records since 2020, appearing at 4 firms. Currently registered with KEY INVESTMENT SERVICES LLC.
| Firm | From | To | Current |
|---|---|---|---|
| KEY INVESTMENT SERVICES LLC | 2023-05-18 | present | Yes |
| FINANCIAL ADVOCATES INVESTMENT MANAGEMENT | 2022-10-20 | 2023-01-24 | — |
| J.P. MORGAN SECURITIES LLC | 2022-02-15 | 2022-06-01 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2020-06-23 | 2021-08-16 | — |