Brent Lee has been an investment adviser representative at Dodds Wealth since February 2025, and is not listed among the firm’s executive officers or direct owners.
Dodds Wealth, LLC is a Greenwood Village, CO firm with $706M under management, 421 clients and 7 advisers across 2 offices, as of its May 2026 filing.
- Dodds Wealth, LLCCurrent– present · 1 yearGreenwood Village, CO · Adviser representative · Firm CRD 323632
Investment adviser representative registrations
Brent Lee is registered as an investment adviser representative in 2 states. Each was approved in February 2025.
- ColoradoSince 24 February 2025
- TexasSince 24 February 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 20 February 2025 |
| Series 7TO | General Securities Representative Examination | 30 September 2024 |
| SIE | Securities Industry Essentials Examination | 15 February 2024 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Brent Allan Lee
- CRD
- 6549453
- Firm
- Dodds Wealth · CRD 323632
- Office
- 5251 DTC PARKWAY STE 720, Greenwood Village, CO 80111
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Brent Lee work?
Brent Lee is an investment adviser representative registered through Dodds Wealth, LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is Brent Lee a financial advisor?
Yes. Brent Lee has a current investment-adviser registration in Colorado and Texas, through Dodds Wealth since February 2025.
How many years of experience does Brent Lee have?
Brent Lee has 2 years in the financial industry, since September 2024, across 1 adviser firm.
What exams has Brent Lee passed?
Brent Lee has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in February 2024.
Where is Brent Lee based?
Brent Lee’s registered office is in Greenwood Village, CO.
Is Brent Lee registered with FINRA?
No. Brent Lee has no current broker registration.
How can I verify Brent Lee’s record?
Search CRD 6549453 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brent Lee’s full registration record.
