Michael Dae Lee

Employer firm

State Farm Investment Management Corp. CRD 3487

$12.9B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)

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

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

Current Employers

Employment History

• 01/2016 → 12/2021
  State Farm Vp Management Corp
  Whittier, CA
• 01/2016 → 12/2021
  Michael Lee Insurance Agency
  Whittier, CA
• 12/2021 → Present
  Michael Lee Insurance Agency
  Irvine, CA
• 12/2021 → Present
  State Farm Vp Management Corp
  Irvine, CA
• 01/2024 → Present
  State Farm Investment Management Corp
  Irvine, CA

Other Businesses

1) MICHAEL LEE; NON-INVESTMENT-RELATED; 21 LAND GRANT, IRVINE CA 92618; REALTOR; 100% OWNER; 6/1/2014; 1HR/MO; 0HR/MO; SALE AND PURCHASE OF PERSONAL REAL ESTATE. 2) Michael Lee's Insurance Agency; Insurance Agency; Investment-related; 30 Corporate Park Ste 110 Irvine, CA 92606-5132; Insurance (State Farm Mutual Automobile Insurance Company and its affiliates); Owner; Agent; 01/01/2016; 80; 80; Service customers and supervise employees

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-21
• S63 Uniform Securities Agent State Law Examination
  2015-02-03

Other Names

• Dae Joon Lee