Mikael Lee
Mikael Lee is a registered investment advisor at MML Investors Services, LLC, based in Redwood City, CA, with 21 years of industry experience. Mikael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
555 Twin Dolphin Dr, Ste 320, Redwood City, CA, 94065
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2016Employment Separation After Allegations
October 2015Other Business Activities
Mikael owns a boba tea shop called Lee's Teahouse Inc. since 2019, dedicating a few hours per week. He also owns rental property since 2021, spending minimal time as a landlord.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
MML Investors Services, LLC
Previous Registrations
Msi Financial Services, INC.Broker
Msi Financial Services, INC.
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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