Adviser and broker representative · Vest Financial LLC
Christopher D. Lee
CRD 6643708 · San Francisco, CA
At a glance
Christopher D. Lee is an investment adviser representative with Vest Financial LLC in San Francisco, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Christopher’s SEC record dates to 2017, about 9 years ago. Christopher is also registered as a broker representative. Designations on file: Chartered Financial Analyst.
Current advisory firm
- Vest Financial LLCSince January 2017San Francisco, CA · $52B in regulatory assets
SEC adviser record
- Registered since
- 2017 (9 years)
- Designations
- Chartered Financial Analyst
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Christopher’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.
More at Vest Financial LLC
- David E. AchzetNorwalk
- Jeffery Y. ChangMarina Del Rey · Chartered Financial Analyst
- Matthew J. McFarlandGlen Ellyn
- Kevin J. MillerNashville · Certified Financial Planner
- Christopher J. MortimerCharleston
- Spencer W. OrganMcLean
- Matthew J. RodgersBerkley · Chartered Financial Analyst
- Alyson T. RussMcLean
Every advisor at Vest Financial LLC →Vest Financial LLC: assets, clients and custodians →Financial advisors in San Francisco, CA →Advisor Moves: who changed firms this week →