Alexander Lee is an investment adviser representative (IAR) with state registration records since 2025, appearing at 3 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2026-04-29 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2025-08-11 | 2026-04-20 | — |
| EQUITABLE ADVISORS, LLC | 2025-04-16 | 2025-06-18 | — |