Chanyoung Lee
Investment Adviser Representative at Charles Schwab & Co., Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chanyoung Lee is an investment adviser representative with Charles Schwab & Co., Inc. in Atlanta, GA, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Morgan Stanley. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Georgia.
Office
Advisors at this office: 14
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Georgia
- Broker:
1 state or territory
Georgia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Charles Schwab & Co., Inc.May 2026 – no end date reportedAtlanta, GA
- Morgan StanleyNov 2024 – May 2026Alpharetta, GA
- City of Powder SpringsJul 2024 – Oct 2024Powder Springs, GA
- Full Time EducationAug 2021 – May 2024Atlanta, GA
- Full Time EducationAug 2019 – Aug 2021Atlanta, GA
- Tsunami Wave Woodstock LLCDec 2018 – Jun 2019Marietta, GA
- Home Depot Inc.Jan 2021 – Jun 2021Marietta, GA
- Zoe's KitchenAug 2019 – Mar 2020Marietta, GA
- Fellini's PizzaJul 2020 – Oct 2020Decatur, GA
- Whole Foods MarketJul 2022 – Sep 2022Marietta, GA
- International Rescue CommitteeJun 2023 – Dec 2023Atlanta, GA
- SubwayJun 2018 – Nov 2018Marietta, GA
- Full Time EducationNov 2014 – Jun 2018Marietta, GA
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Charles Schwab & Co., Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Fixed fee
- Other
- Firm account minimum
- $500,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Atlanta, GA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chanyoung Lee has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched