Stephanie Lee is a registered investment advisor, based in Austin, TX, with 3 years of industry experience.
Location
5707 Southwest Parkway, Building 2, Suite 400, Austin, TX, 78735
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Kestra Investment Services, LLCBroker
October 2025 - Present · 7 mos
Kestra Advisory Services, LLC
April 2024 - Present · 2 yrs 1 mo
Previous Registrations
Cx Institutional, LLC
June 2022 - February 2024 · 1 yr 8 mos
State Registrations2 states
INTX
AdvisorBrokerBoth
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
No exam information available for this advisor.