Seongsoo Lee

Current Employers

New Insight Wealth Advisors

111 Deerwood Road Suite 250, San Ramon, CA 94583 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-01-03
TX	RA	APPROVED_RES	2022-01-10

CA RA
APPROVED

Since 2025-01-03
TX RA
APPROVED_RES

Since 2022-01-10

Branch Locations

111 Deerwood Road Suite 250, San Ramon, CA 94583 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ameriprise Financial Services, Inc.	San Ramon	CA	09/2005	01/2022
New Insight Wealth Advisors, Inc.	San Ramon	CA	01/2022	Present

09/2005 → 01/2022

Ameriprise Financial Services, Inc.

San Ramon, CA
01/2022 → Present

New Insight Wealth Advisors, Inc.

San Ramon, CA

Previous Registrations

2002-08-19 → 2022-01-11

Ameriprise Financial Services, Llc

Walnut Creek, CA

Walnut Creek, CA

San Ramon, CA

Pleasant Hill, CA

Other Businesses

REAL ESTATE OWNERSHIP; COMMERCIAL; SAN RAMON, CA 94583; ZERO INCOME; START DATE 06/01/2010; PURCHASED THE COMMERCIAL CONDO TO OPERATE MY AMERIPRISE PRACTICE.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2002-08-16

S66 Uniform Combined State Law Examination

2002-08-16

Other Names

Michael Lee

View on SEC IAPD

Current Employers

New Insight Wealth Advisors

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

Reviews