This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

NEW INSIGHT WEALTH ADVISORS

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 16, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S66

First exam

Aug 16, 2002

First registration

Aug 19, 2002

Dual registered

no

Other names

Michael Lee

IAPD individual key

4544862

• Occurred

  Jan 11, 2022
  Advisor changed firm

  Seongsoo Lee left Ameriprise Financial Services, Llc for New Insight Wealth Advisors (registered 2022-01-10)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:033bb2b0-be22-2178-1349-3e444924f8fa

First observed

Aug 19, 2002

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.