Emily Lee has held the title Member at Professional Financial Solutions since January 2026, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Professional Financial Solutions, LLC is a Fairfax, VA firm with $410M under management, 279 clients and 6 advisers in one office, as of its February 2026 filing.
- – present · 1 yearFairfax, VA · Adviser representative · Firm CRD 114957
Investment adviser representative registrations
Emily Lee is registered as an investment adviser representative in Virginia, since September 2025.
- VirginiaSince 16 September 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 September 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Emily McLenigan Lee
- CRD
- 8089702
- Firm
- Professional Financial Solutions · CRD 114957
- Role
- Member
- Office
- 10517A WEST DRIVE, Fairfax, VA 22030-8144
- Registration
- Investment adviser registration
- In the industry since
- September 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Emily Lee work?
Emily Lee has held the title Member at Professional Financial Solutions, LLC since January 2026.
Is Emily Lee a financial advisor?
Yes. Emily Lee has a current investment-adviser registration in Virginia, through Professional Financial Solutions since September 2025.
How many years of experience does Emily Lee have?
Emily Lee has 1 year in the financial industry, since September 2025, across 1 adviser firm.
What exams has Emily Lee passed?
Emily Lee passed the Series 65 in September 2025.
Where is Emily Lee based?
Emily Lee’s registered office is in Fairfax, VA.
Is Emily Lee registered with FINRA?
No. Emily Lee has no current broker registration.
How can I verify Emily Lee’s record?
Search CRD 8089702 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Emily Lee’s full registration record.