Investment adviser representative · Foundations Investment Advisors LLC

David M. Lee

CRD 6721048 · Houston, TX

At a glance

David M. Lee is an investment adviser representative with Foundations Investment Advisors LLC in Houston, TX, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on David’s SEC record dates to 2017, about 9 years ago.

Current advisory firm

Foundations Investment Advisors LLCSince January 2026Houston, TX · $10B in regulatory assets

SEC adviser record

Registered since: 2017 (9 years)
Designations: None on file
Exams: Series 66
Registered in: 1 state
Also a broker representative: No
Disclosures on record: None

AtlasMembers

David’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: 4 firmsLocked
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

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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.

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