Charles Davis Lee
Investment adviser representative at The Sterling Group
13 yearsExperience
1 stateRegistered in
$471.3MFirm assets
14 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 assetsHourlyFixed 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
13 years in the industry.
- The Sterling GroupOct 2024 to now
- LPL FinancialOct 2024 to now
- Odyssey Wealth DesignJun 2022 to Oct 2024
- UnemployedMay 2022 to Jun 2022
- Jamba JuiceMar 2022 to May 2022
- Newport Wealth StrategiesMay 2021 to Aug 2021
- California Lutheran UniversityMar 2021 to Mar 2022
- Door Dash/postmatesJan 2021 to May 2021
- UnemployedOct 2020 to Jan 2021
- VectorSep 2020 to Oct 2020
- UnemployedAug 2019 to Sep 2020
- ChapmanMay 2019 to Aug 2019
- UnemployedApr 2013 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
The Sterling Group
Legal name: Sterling Group Wealth Management, LLC
$471.3MAssets managed
281Clients
4Advisers
14 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
- 7561109
- Firm CRD
- 111782