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Christopher Thomas Lee

Passport Wealth Management

Cornelius, NC

CRD 7143944

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Employer firm

Passport Wealth Management CRD 297449

$115M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • TAX PREPARATION SERVICES

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

Current Employers
Passport Wealth Management

17505 W Catawba Ave #200, Cornelius, NC 28031 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-05
  • NC RA
    APPROVED
    Since 2026-02-05

Branch Locations

17505 W Catawba Ave #200, Cornelius, NC 28031 • 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
Chick-Fil-A Brentwood TN 09/2015 05/2019
Trustcore Financial Brentwood TN 06/2019 08/2019
Sfmg Wealth Advisors Plano TX 06/2021 08/2021
Choreo Charlotte NC 06/2022 08/2022
University Of Georgia Athens GA 08/2018 12/2022
University Of Georgia Athens GA 01/2022 12/2022
Unemployed- Extended Travel Brentwood TN 01/2023 01/2024
Passport Wealth Management Cornelius NC 02/2024 Present
  • 09/2015 → 05/2019
    Chick-Fil-A
    Brentwood, TN
  • 06/2019 → 08/2019
    Trustcore Financial
    Brentwood, TN
  • 06/2021 → 08/2021
    Sfmg Wealth Advisors
    Plano, TX
  • 06/2022 → 08/2022
    Choreo
    Charlotte, NC
  • 08/2018 → 12/2022
    University Of Georgia
    Athens, GA
  • 01/2022 → 12/2022
    University Of Georgia
    Athens, GA
  • 01/2023 → 01/2024
    Unemployed- Extended Travel
    Brentwood, TN
  • 02/2024 → Present
    Passport Wealth Management
    Cornelius, NC
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RAYMOND JAMES & ASSOCIATES, INC.

Nearby Investors

DAVE ALLISON EDWARDS
Thomas William Cooley
DAVID LAWRENCE SCHIFF

Nearby Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cornelius, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC
RAYMOND JAMES & ASSOCIATES, INC. · HUNTERSVILLE, NC

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