Michael Lee has been an investment adviser representative at WealthTrust Asset Management since May 2024, and is not listed among the firm’s executive officers or direct owners.
Wealthtrust Asset Management, LLC is a Destin, FL firm with $217M under management, 256 clients and 5 advisers across 3 offices, as of its September 2026 filing.
Michael Lee’s longest registration was 2 years at Kalos Management (2015–2018). Before joining WealthTrust Asset Management in 2024, Michael Lee was registered through Long Street Capital Management and Wildermuth Advisory, LLC.
- – present · 2 yearsDestin, FL · Adviser representative · Firm CRD 174901
- Long Street Capital Management– · under a yearBlackshear, GA · Adviser representative · Firm CRD 315437
- Wildermuth Advisory, LLC– · under a yearAlpharetta, GA · Adviser representative · Firm CRD 169354
- Wildermuth Asset Management, LLC– · under a yearAlpharetta, GA · Adviser representative · Firm CRD 285106
- Kalos Management– · 2 yearsAlpharetta, GA · Adviser representative · Firm CRD 133025
- Long Street Capital Management, LLC– · 2 yearsBlackshear, GA · Adviser representative · Firm CRD 164608
Investment adviser representative registrations
Michael Lee is registered as an investment adviser representative in Florida, since May 2024.
- FloridaSince 22 May 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 May 2012 |
| Series 66 | Uniform Combined State Law Examination | 3 July 2007 |
| Series 63 | Uniform Securities Agent State Law Examination | 10 May 2006 |
| Series 7 | General Securities Representative Examination | 21 April 2006 |
| Series 55 | Limited Representative-Equity Trader Exam | 25 April 2002 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Combined State Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Name
- Limited Representative-Equity Trader Exam
- Full name
- Michael John Lee
- CRD
- 4507518
- Firm
- WealthTrust Asset Management · CRD 174901
- Office
- 4458 LEGENDARY DR., SUITE 140, Destin, FL 32541
- Registration
- Investment adviser registration
- In the industry since
- December 2018
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Lee work?
Michael Lee is an investment adviser representative registered through Wealthtrust Asset Management, LLC since May 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michael Lee a financial advisor?
Yes. Michael Lee has a current investment-adviser registration in Florida, through WealthTrust Asset Management since May 2024.
How many years of experience does Michael Lee have?
Michael Lee has 7 years in the financial industry, since December 2018, across 6 adviser firms.
What exams has Michael Lee passed?
Michael Lee has passed 5 licensing exams: the Series 55, Series 7, Series 63, Series 66 and Series 65. The earliest, the Series 55, was passed in April 2002.
Where did Michael Lee work before WealthTrust Asset Management?
Before WealthTrust Asset Management, Michael Lee was registered through Long Street Capital Management, July 2022 to December 2022; Wildermuth Advisory, LLC, February 2018 to March 2018; Wildermuth Asset Management, LLC, February 2018 to March 2018; Kalos Management, August 2015 to March 2018; Long Street Capital Management, LLC, July 2012 to December 2014.
Where is Michael Lee based?
Michael Lee’s registered office is in Destin, FL.
Is Michael Lee registered with FINRA?
No. Michael Lee has no current broker registration.
How can I verify Michael Lee’s record?
Search CRD 4507518 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Lee’s full registration record.
