David Aaron Lee
Investment adviser representative at Mach-1 Financial Group, LLC
6 yearsExperience
2 statesRegistered in
$546.3MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
6 years in the industry.
- Mach-1 Financial Group, Inc.Jun 2013 to now
- Fusion Capital ManagementFeb 2016 to Dec 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 2 states (AR, TX).
Mach-1 Financial Group, LLC
$546.3MAssets managed
1,566Clients
9Advisers
6 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
- 5375384
- Firm CRD
- 298195