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MJ

Michael John Lee

Investment Adviser Representative at WEALTHTRUST ASSET MANAGEMENT, LLC

Destin, FLCRD #4507518Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
States Registered
1 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Michael John Lee has worked in the securities industry since 2018. They have passed the Series 66, 65, 63, 55, and 7 examinations. They are registered to provide investment advisory services in Florida.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
Florida
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 5/23/2012
Series 66
Uniform Combined State Law Examination
Passed 7/3/2007
Series 63
Uniform Securities Agent State Law Examination
Passed 5/10/2006
Series 7
General Securities Representative Examination
Passed 4/21/2006
Series 55
Limited Representative-Equity Trader Exam
Passed 4/25/2002

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0125
Account minimum: $50,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Wealthtrust Asset Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

WEALTHTRUST ASSET MANAGEMENT, LLCCurrent
5/22/2024Destin, FL
LONG STREET CAPITAL MANAGEMENT
7/27/202212/31/2022Blackshear, GA
WILDERMUTH ADVISORY, LLC
2/15/20183/29/2018Alpharetta, GA
WILDERMUTH ASSET MANAGEMENT, LLC
2/15/20183/29/2018Alpharetta, GA
KALOS MANAGEMENT
8/27/20153/29/2018Alpharetta, GA
LONG STREET CAPITAL MANAGEMENT, LLC
7/10/201212/5/2014Blackshear, GA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at WEALTHTRUST ASSET MANAGEMENT, LLC

4 other advisors in the directory

View WEALTHTRUST ASSET MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Michael John 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.

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Michael John Lee - Financial Advisor in Destin, FL | AdvisorFinder