Seongsoo Lee
Investment adviser representative at New Insight Wealth Advisors
21 yearsExperience
2 statesRegistered in
$396.9MFirm assets
4 yearsFirm in business
Are you Seongsoo Lee? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- New Insight Wealth Advisors, Inc.Jan 2022 to now
- Ameriprise Financial Services, Inc.Sep 2005 to Jan 2022
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
New Insight Wealth Advisors
$396.9MAssets managed
375Clients
5Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4544862
- Firm CRD
- 318083