Christopher Sombatcharoen Lee
Investment adviser representative at Commonwealth Retirement Investments LLC
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$377MFirm assets
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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
- Seminars and workshops
Experience
12 years in the industry.
- Commonwealth Retirement Investments LLCJan 2017 to now
- Lincoln Financial Advisors CorporationSep 2014 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 1 state (VA).
Commonwealth Retirement Investments LLC
$377MAssets managed
337Clients
3Advisers
9 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
- 6125774
- Firm CRD
- 285998