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Chan Young Lee

Diversify Advisory Services, LLC

Los Angeles, CA

South Jordan, UT

CRD 6759966

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Employer firm

Diversify Advisory Services, LLC CRD 326060

$4.65B regulatory AUM 40 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

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

Current Employers
Diversify Advisory Services, Llc

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-07-23
  • CA RA
    APPROVED
    Since 2026-07-23

Branch Locations

3731 Whilshire Blvd Suite 612, Los Angeles, CA 90010 • United States

10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • 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
M. S. Howells & Co. Scottsdale AZ 02/2017 01/2023
Klk Capital Management Irvine CA 02/2017 Present
Unemployed Irvine CA 01/2008 01/2017
Diversify Advisory Services, Llc Sandy UT 06/2026 Present
  • 02/2017 → 01/2023
    M. S. Howells & Co.
    Scottsdale, AZ
  • 02/2017 → Present
    Klk Capital Management
    Irvine, CA
  • 01/2008 → 01/2017
    Unemployed
    Irvine, CA
  • 06/2026 → Present
    Diversify Advisory Services, Llc
    Sandy, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-23
  • S65 Uniform Investment Adviser Law Examination
    2026-07-23
Other Names
  • Chan Young Lee

View on SEC IAPD

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