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Carl David Lee

Cetera Investment Advisers LLC

Largo, FL

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Current Employers
Cetera Investment Advisers Llc

1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-06
  • FL RA
    APPROVED
    Since 2026-01-06

Branch Locations

1000 S Belcher Rd, Suite 14, Largo, FL 33771 • 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
Pricewaterhouse Coopers Tampa FL 01/2016 05/2019
Cetera Wealth Services, Llc El Segundo CA 12/2025 Present
Cetera Investment Advisers Llc Schaumburg IL 12/2025 Present
Amgen Tampa FL 05/2019 01/2021
Skar Audio Tampa FL 01/2021 01/2021
Intuit Tampa FL 01/2021 04/2021
Zen Again Llc Tampa FL 01/2021 11/2025
  • 01/2016 → 05/2019
    Pricewaterhouse Coopers
    Tampa, FL
  • 12/2025 → Present
    Cetera Wealth Services, Llc
    El Segundo, CA
  • 12/2025 → Present
    Cetera Investment Advisers Llc
    Schaumburg, IL
  • 05/2019 → 01/2021
    Amgen
    Tampa, FL
  • 01/2021 → 01/2021
    Skar Audio
    Tampa, FL
  • 01/2021 → 04/2021
    Intuit
    Tampa, FL
  • 01/2021 → 11/2025
    Zen Again Llc
    Tampa, FL
Designations
Other Names
  • David Lee
  • Carl Lee

View on SEC IAPD

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Other Investors

BRIAN CHRISTOPHER TULINSKI
FORREST BRITT BARR
Destiny Kunzig Lozano
MICHAEL COSTELLO
DAWN SUSANNE DEMERS
MALCOLM DAVID WALKER
MARC ALLEN WILKINS
Dustin Winship Henderson

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · LARGO, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Largo, FL
CETERA INVESTMENT ADVISERS LLC · LARGO, FL
KESTRA ADVISORY SERVICES, LLC · Largo, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Largo, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LARGO, FL
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Largo, FL
STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Largo, FL

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