RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
M•••• S• L••
- Professional profile
- linkedin.com/in/malik-s-leereportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- F••••• • P••• W••••• M••••••••• I••• state registered currentsince Aug 23, 2018 · Atlanta, Ga
- K••••••• F••••••••• L•• unclassifiedAug 28, 2024 to May 14, 2025 · Dallas, Ga
- H••••••• F•••••••• independent RIAOct 30, 2013 to Aug 15, 2018 · Kennesaw, Ga
- S••••••••• A•••••• A•••••••• I••• formerMar 1, 2011 to Jul 15, 2013 · Smyrna, Ga
- M•• F•••••••• S•••••••• I••• formerJan 12, 2009 to Mar 10, 2011 · Atlanta, Ga
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouseFeb 12, 2008 to Aug 26, 2008 · Atlanta, Ga
- K••••••• F••••••••• L•• to no registered destinationleft May 14, 2025 · Departure, no registered destination
- H••••••• F•••••••• to F••••• • P••• W••••• M••••••••• I•••left Aug 15, 2018, registered Aug 23, 2018 (8 days) · RIA to a state-registered adviser
- S••••••••• A•••••• A•••••••• I••• to H••••••• F••••••••left Jul 15, 2013, registered Oct 30, 2013 (107 days) · Other
- M•• F•••••••• S•••••••• I••• to S••••••••• A•••••• A•••••••• I•••left Mar 10, 2011, registered Mar 1, 2011 (-9 days) · Other
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M•• F•••••••• S•••••••• I•••left Aug 26, 2008, registered Jan 12, 2009 (139 days) · Other
- M•••• S• L•• no longer registered at K••••••• F••••••••• L••; no later IA registration on IAPDMay 14, 2025 · Advisor departure · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address