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Sarah Rebecca Lee

Holcombe Financial, Inc.

Atlanta, GA

CRD 4487934

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Employer firm

Holcombe Financial, Inc. CRD 142238

$452M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Holcombe Financial, Inc.

4151 Ashford Dunwoody Road Suite 165, Atlanta, GA 30319 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-03-02
  • GA RA
    APPROVED
    Since 2026-03-02

Branch Locations

4151 Ashford Dunwoody Road Suite 165, Atlanta, GA 30319 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Holcombe Financial, Inc. Atlanta GA 02/2017 Present
Balentine Llc Atlanta GA 12/2015 02/2017
Holcombe Financial, Inc. Atlanta GA 01/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-14
S63 Uniform Securities Agent State Law Examination 2002-05-01
  • S65 Uniform Investment Adviser Law Examination
    2025-10-14
  • S63 Uniform Securities Agent State Law Examination
    2002-05-01
Other Names
  • Sarah Rebecca Lee
  • Sarah Rebecca Lee
  • Sarah Lee Johnson

View on SEC IAPD

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PARIMAL H PATEL
CLAYTON SHAWN GIBSON
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Nearby Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA

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