Melanie Marguerite Lee

Employer firm

Integrity Advisory Solutions CRD 288817

$1.10B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• CONSULTING SERVICES

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

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

Current Employers

Employment History

• 02/2007 → Present
  Lee Law Office, P.L.L.C.
  Richmond, VA
• 12/2024 → Present
  Integrity Advisory Solutions
  Richmond, VA

Other Businesses

1. American Academy Wealth; Investment related; 1809 West Main Street Richmond, VA 23220; DBA for securities business; IAR; 12/10/2024; 20 hours per month; 20 hours during trading hours; Financial services. DBA for securities business 2. Insurance Funeral Trust; Investment related; 9134 Pantego Lane Mechanicsville, VA 23116; Funeral trust with estate plans; Owner; 08/01/2012; 5 hours per month; 5 hours during trading hours; review funeral products with clients 3. Lee Law Office, PLLC; Not investment related; 1809 West Main Street Richmond, VA 23220; Law practice; Owner/Lawyer; 02/01/2007; 120 hours per month; 120 hours during trading hours; legal services 4. Lee Legacy Wealth, LLC; Investment related; 1809 West Main Street Richmond, VA 23220; DBA for securities business; IAR; 12/10/2024; 20 hours per month; 20 hours during securities trading hours; DBA for investment advisory business 5. Lee Law Office, PLLC; not investment related; 1809 West Main Street, Richmond, VA 23220; Assistant Commissioner of Accounts; 4/1/2023; 1-3 hours per month; 1 hour during security trading hours; Review probate files when the commissioner has a conflict

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-07