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RIA / WealthAdvisor16 years in industry

EDWARD LEE

Advisor at GENERATION WEALTH MANAGEMENT

GREAT NECK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5225c7ef-faf6-d64f-e8a1-1f4dcb25208b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 25, 2013 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GENERATION WEALTH MANAGEMENT
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 25, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S65|S63
First exam: Aug 25, 2010
First registration: Apr 25, 2013
Dual registered: no
IAPD individual key: 5805251

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GENERATION WEALTH MANAGEMENT	State registered	Feb 4, 2020	n/a	yes	GREAT NECK, NY	Current employment
GENERATION WEALTH MANAGEMENT	State registered	Jan 25, 2017	Dec 31, 2019	no	GREAT NECK, NY	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Nov 1, 2013	Aug 2, 2016	no	PARSIPPANY, NJ	Previous registration
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Apr 25, 2013	Nov 5, 2013	no	Warren, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	GENERATION WEALTH MANAGEMENT	Aug 2, 2016	Jan 25, 2017	176	Firm change	Ibd to state RIA
MML INVESTORS SERVICES, LLC	AMERIPRISE FINANCIAL SERVICES, LLC	Nov 5, 2013	Nov 1, 2013	-4	Firm change	Other

Relationships

Registered with (3)

→ GENERATION WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Jan 25, 2017 to Dec 31, 2019factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Nov 1, 2013 to Aug 2, 2016factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Apr 25, 2013 to Nov 5, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5225c7ef-faf6-d64f-e8a1-1f4dcb25208b
First observed: Apr 25, 2013
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.

EDWARD LEE

Advisor at GENERATION WEALTH MANAGEMENT

GREAT NECK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5225c7ef-faf6-d64f-e8a1-1f4dcb25208b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

GENERATION WEALTH MANAGEMENT

State registered

Feb 4, 2020

n/a

yes

GREAT NECK, NY

Current employment

GENERATION WEALTH MANAGEMENT

State registered

Jan 25, 2017

Dec 31, 2019

GREAT NECK, NY

Previous registration

AMERIPRISE FINANCIAL SERVICES, LLC

National bd RIA

Nov 1, 2013

Aug 2, 2016

PARSIPPANY, NJ

Previous registration

MML INVESTORS SERVICES, LLC

Bd affiliated wealth

Apr 25, 2013

Nov 5, 2013

Warren, NJ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

AMERIPRISE FINANCIAL SERVICES, LLC

GENERATION WEALTH MANAGEMENT

Aug 2, 2016

Jan 25, 2017

176

Firm change

Ibd to state RIA

MML INVESTORS SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Nov 5, 2013

Nov 1, 2013

-4

Firm change

Other