Charles Davis Lee is an investment adviser representative (IAR) with state registration records since 2023, appearing at 2 firms. Currently registered with THE STERLING GROUP.
| Firm | From | To | Current |
|---|---|---|---|
| THE STERLING GROUP | 2026-02-20 | present | Yes |
| OSAIC FA, INC. | 2023-09-27 | 2024-10-10 | — |