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Seongsoo Lee

NEW Insight Wealth Advisors

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About Seongsoo Lee

Seongsoo Lee is a financial advisor with New Insight Wealth Advisors, a firm that specializes in financial planning and portfolio management. Seongsoo has been a registered representative in the industry since July 2002, and has experience working at Ameriprise Financial Services, Inc. in addition to the current firm. Seongsoo Lee specializes in providing financial advice to high-net-worth individuals, corporations and other businesses, as well as pension and profit sharing plans. Seongsoo is licensed to provide investment advice in California and Texas.

Firm Information

Seongsoo Lee is currently registered with NEW Insight Wealth Advisors. NEW Insight Wealth Advisors is a financial advisory firm based in SAN RAMON, CA. The firm manages approximately $258.3 million in assets for individuals, high-net-worth individuals, corporations, charitable organizations, and pension and profit-sharing plans. The firm offers financial planning, portfolio management, and pension consulting services. NEW Insight Wealth Advisors is registered with the SEC and has three licensed agents, three investment adviser representatives, and one registered representative.
NEW Insight Wealth Advisors

111 DEERWOOD ROAD

SAN RAMON, CA 94583

$258.30M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Seongsoo Lee’s Registration & Firm History

CA

01/10/2022 - Present

NEW Insight Wealth Advisors (SAN RAMON CA)

CA

07/31/2002 - 01/11/2022

AMERIPRISE FINANCIAL SERVICES, LLC (SAN RAMON CA)

MN

07/31/2002 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 08/16/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/30/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Seongsoo Lee. Review regulatory record here.
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