Sang Hyun Lee

Employer firm

Wells Fargo Clearing Services, LLC CRD 19616

$671B regulatory AUM 5,302 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2016 → 09/2018
  Axa Advisors, Llc
  New York, NY
• 09/2018 → 06/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Redondo Beach, CA
• 09/2018 → 06/2024
  Bank Of America, N.A.
  Redondo Beach, CA
• 06/2024 → Present
  Wells Fargo Clearing Services, Llc
  Irvine, CA

Previous Registrations

• 2020-03-31 → 2024-06-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Redondo Beach, CA
  Redondo Beach, CA
  Redondo Beach, CA
  Redondo Beach, CA
  Buena Park, CA
  Redondo Beach, CA
  Newport Beach, CA
• 2016-10-19 → 2018-04-05
  Equitable Advisors, Llc
  Los Angeles, CA
• 2016-06-27 → 2016-08-03
  Waddell & Reed
  Torrance, CA
  Los Angeles, CA

Other Businesses

RENTAL VEHICLE VIA TURO ; INV RELATED; IRVINE, CA; RENTAL;100% OWNERSHIP; START DATE: 10/18/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; | RENTAL PROPERTY - 5319; INV RELATED;IRVINE,-; 100% OWNERSHIP; START DATE: 03/23/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL VEHICLE VIA TURO AND ONLINE; INV RELATED;IRVINE,CA; RENT OUT;100% OWNERSHIP; START DATE: 03/30/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL VEHICLE VIA TURO ; INV RELATED;IRVINE,CA; RENTAL;100% OWNERSHIP; START DATE: 04/06/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL VEHICLE VIA TURO AND ONLINE ; INV RELATED;IRVINE,CA; RENTAL;100% OWNERSHIP; START DATE: 04/20/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL VEHICLE VIA TURO AND ONLINE -7TH; INV RELATED;IRVINE,CA; RENTAL;100% OWNERSHIP; START DATE: 05/04/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL VEHICLE VIA TURO AND ONLINE -8TH; INV RELATED;IRVINE,CA; RENTAL;100% OWNERSHIP; START DATE: 05/04/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL VEHICLE VIA TURO AND ONLINE -9TH; INV RELATED;IRVINE,CA; RENTAL;100% OWNERSHIP; START DATE: 05/11/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL VEHICLE VIA TURO AND ONLINE -10TH; INV RELATED;IRVINE,CA; RENTAL;100% OWNERSHIP; START DATE: 05/11/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING; RENTAL VEHICLE VIA MONGOORI RIDES ; INV RELATED;IRVINE,CA; RENTAL;100% OWNERSHIP; START DATE: 08/14/2026; 1 HRS PER MONTH; 0 HRS DURING TRADING;

Exams

• S66 Uniform Combined State Law Examination
  2016-06-25

Other Names

• Sang Hyun Lee
• Sanghyun Lee