Career
Chrissy Lee has been Chief Operating Officer of Merit Financial Group since October 2022. Chrissy Lee is a control person of the firm and directly owns under 5% of it.
Merit Financial Group, LLC is an Alpharetta, GA firm with $23.9B under management, 20,711 clients and 229 advisers across 66 offices, as of its September 2026 filing.
Chrissy Lee is Chief Operating Officer at Merit Financial Advisors. She oversees firm operations and works on operational strategy, growth, onboarding and technology implementation.
- Merit Financial AdvisorsCurrent– present · 3 yearsAlpharetta, GA · Adviser representative · Firm CRD 142457
- Kalos Management– · 13 yearsAlpharetta, GA · Adviser representative · Firm CRD 133025
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Georgia | Approved | 20 October 2022 |
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 14 | Compliance Officer Examination | 2 January 2023 |
| Series 99TO | Operations Professional Examination | 2 January 2023 |
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 7 January 2010 |
| Series 66 | Uniform Combined State Law Examination | 22 October 2008 |
| Series 7 | General Securities Representative Examination | 17 July 2008 |
- Name
- Compliance Officer Examination
- Name
- Operations Professional Examination
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- Chrissy A Lee
- CRD
- 5325251
- Office
- 2400 LAKEVIEW PARKWAY, SUITE 550, Alpharetta, GA 30009
- Firm bio
- meritfinancialadvisors.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Chrissy Lee work?
Chrissy Lee has been Chief Operating Officer of Merit Financial Group, LLC since October 2022, and is a control person of the firm.
Is Chrissy Lee a financial advisor?
Yes. Chrissy Lee has a current investment-adviser registration in Georgia, through Merit Financial Group since October 2022.
How many years of experience does Chrissy Lee have?
Chrissy Lee has 18 years in the financial industry, since August 2008, across 2 adviser firms.
What exams has Chrissy Lee passed?
Chrissy Lee has passed 5 licensing exams: the Series 7, Series 66, Series 24, Series 14 and Series 99TO. The earliest, the Series 7, was passed in July 2008. FINRA credited Chrissy Lee with the SIE, which began in October 2018.
Where did Chrissy Lee work before Merit Financial Group?
Before Merit Financial Group, Chrissy Lee was registered through Kalos Management, October 2008 to September 2022.
Where is Chrissy Lee based?
Chrissy Lee’s registered office is in Alpharetta, GA.