Kyu Ho Lee

Employer firm

Mml Investors Services, LLC CRD 10409

$116B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 05/2022 → Present
  Mml Investors Services, Llc
  Los Angeles, CA
• 05/2022 → Present
  Massmutual Life Insurance Company/ Credence Financial Group
  Los Angeles, CA
• 07/2019 → 04/2022
  Bank Of America
  Los Angeles, CA
• 11/2016 → 01/2018
  University Of Washington Of Tacoma
  Tacoma, WA
• 01/2018 → 07/2019
  Unemployed
  Los Angeles, CA
• 06/2015 → 11/2016
  Highline Community College
  Des Moines, WA

Exams

• S66 Uniform Combined State Law Examination
  2025-06-23

Other Names

• Kyu Ho Lee
• Steve Lee