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Michael John Lee

Wealthtrust Asset Management, LLC

Destin, FL

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Current Employers
Wealthtrust Asset Management, Llc

4458 Legendary Dr. Suite 140, Destin, FL 32541 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-22
  • FL RA
    APPROVED
    Since 2024-05-22

Branch Locations

4458 Legendary Dr. Suite 140, Destin, FL 32541 • 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
Kalos Management Alpharetta GA 12/2014 05/2018
Wildermuth Asset Management Alpharetta GA 08/2015 04/2017
Nyoobe, Inc Jacksonville FL 09/2017 05/2021
Blackstock, Inc Gainesville FL 08/2021 05/2022
Wealthtrust Asset Management Destin FL 02/2023 Present
Taff South, Llc Fernandina Beach FL 02/2023 Present
Wealthtrust Asset Management Destin FL 02/2023 Present
Wealthtrust Asset Management, Llc Destin FL 02/2023 Present
N/A N/A XX 06/2022 01/2023
  • 12/2014 → 05/2018
    Kalos Management
    Alpharetta, GA
  • 08/2015 → 04/2017
    Wildermuth Asset Management
    Alpharetta, GA
  • 09/2017 → 05/2021
    Nyoobe, Inc
    Jacksonville, FL
  • 08/2021 → 05/2022
    Blackstock, Inc
    Gainesville, FL
  • 02/2023 → Present
    Wealthtrust Asset Management
    Destin, FL
  • 02/2023 → Present
    Taff South, Llc
    Fernandina Beach, FL
  • 02/2023 → Present
    Wealthtrust Asset Management
    Destin, FL
  • 02/2023 → Present
    Destin, FL
  • 06/2022 → 01/2023
    N/A
    N/A, XX
Previous Registrations
  • 2022-07-27 → 2022-12-31
    Long Street Capital Management
    Blackshear, GA
  • 2015-08-27 → 2018-03-29
    Kalos Management
    Roswell, GA
    Ponte Vedra Beach, FL
  • 2018-02-15 → 2018-03-29
    Wildermuth Advisory, Llc
    Ponte Vedra Beach, FL
  • 2018-02-15 → 2018-03-29
    Asteria Wealth Llc
    Ponte Vedra Beach, FL
  • 2012-07-10 → 2014-12-05
    Long Street Capital Management, Llc
    Blackshear, GA
Other Businesses

OCCASIONAL CONTRIBUTOR TO SEEKING ALPHA, AN INVESTMENT RELATED WEBSITE. I SPEND APPROXIMATELY 1 HR PER WEEK ON WEEKENDS WHEN ACTIVE. I AM CURRENTLY NOT ACTIVELY CONTRIBUTING.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-23
S66 Uniform Combined State Law Examination 2007-07-03
S63 Uniform Securities Agent State Law Examination 2006-05-10
  • S65 Uniform Investment Adviser Law Examination
    2012-05-23
  • S66 Uniform Combined State Law Examination
    2007-07-03
  • S63 Uniform Securities Agent State Law Examination
    2006-05-10
Designations

View on SEC IAPD

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