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Stephen Thomas Lee

Equistar Wealth Management Inc.

Maitland, FL

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Current Employers
Equistar Wealth Management Inc.

Maitland, FL • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-07
  • FL RA
    APPROVED
    Since 2025-07-07

Branch Locations

Maitland, FL • 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
Equistar Wealth Management Inc. Maitland FL 10/2009 Present
Previous Registrations
  • 2004-08-05 → 2009-10-19
    Ferrell Wealth Management Inc.
    Winter Park, FL
Other Businesses

Stephen Lee is a independent Insurance agent which typically represents less than 1% of his time in the sales of term life policies

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-04-23
  • S65 Uniform Investment Adviser Law Examination
    2004-04-23
Designations

View on SEC IAPD

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