Adviser and broker representative · Commonwealth Financial Network
Taryn R. Lee
CRD 4612672 · Seattle, WA
At a glance
Taryn R. Lee is an investment adviser representative with Commonwealth Financial Network in Seattle, WA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Taryn’s SEC record dates to 2003, about 23 years ago. Taryn is also registered as a broker representative. Designations on file: Certified Financial Planner.
Current advisory firms
- Commonwealth Financial NetworkSince October 2020Seattle, WA · $213B in regulatory assets
- WealthspringSince October 2026Long Beach, CA · $370M in regulatory assets
SEC adviser record
- Registered since
- 2003 (23 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Taryn’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
- 2 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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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.