Christopher Lee has been an investment adviser representative at Passport Wealth Management since February 2026, and is not listed among the firm’s executive officers or direct owners. Christopher Lee holds a Bachelor of Business Administration in Economics from the University of Georgia and a Master of Science in Financial Planning from the University of Georgia.
Passport Wealth Management LLC is a Cornelius, NC firm with $115M under management, 77 clients and 2 advisers in one office, as of its September 2026 filing.
Christopher Lee is part of the Passport Wealth Management team. He completed three internships with RIA firms, served as President of the University of Georgia Student Financial Planning Association, and served local clients through the University of Georgia's pro bono ASPIRE clinic. He also assisted over 600 students as a graduate teaching assistant in the Introduction to Personal Finance class.
- Passport Wealth ManagementCurrent– present · under a yearCornelius, NC · Adviser representative · Firm CRD 297449
Investment adviser representative registrations
Christopher Lee is registered as an investment adviser representative in North Carolina, since February 2026.
- North CarolinaSince 5 February 2026
Examinations
No examinations are on Christopher Lee’s record.
- Full name
- Christopher Thomas Lee
- CRD
- 7143944
- Firm
- Passport Wealth Management · CRD 297449
- Office
- 17505 W CATAWBA AVE #200, Cornelius, NC 28031
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- passportwm.com
Where does Christopher Lee work?
Christopher Lee is an investment adviser representative registered through Passport Wealth Management LLC since February 2026, and is not listed among the firm’s executive officers or direct owners.
Is Christopher Lee a financial advisor?
Yes. Christopher Lee has a current investment-adviser registration in North Carolina, through Passport Wealth Management since February 2026.
How many years of experience does Christopher Lee have?
Christopher Lee has 0 years in the financial industry, since February 2026, across 1 adviser firm.
Where is Christopher Lee based?
Christopher Lee’s registered office is in Cornelius, NC.
Is Christopher Lee registered with FINRA?
No. Christopher Lee has no current broker registration.
How can I verify Christopher Lee’s record?
Search CRD 7143944 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Christopher Lee’s full registration record.