Investment adviser representative · Wealthy & Wise Family Office
Taiyoung Lee
CRD 4523264 · Columbia, MD
At a glance
Taiyoung Lee is an investment adviser representative with Wealthy & Wise Family Office in Columbia, MD, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Taiyoung’s SEC record dates to 2002, about 24 years ago.
Current advisory firm
- Wealthy & Wise Family OfficeSince September 2006Columbia, MD · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- None on file
- Exams
- Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Taiyoung’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
- 1 firmLocked
- 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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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.