Phelix Yuk Yeung Lee
李旭暘
This page summarises the Hong Kong Securities and Futures Commission (SFC) public register record for Phelix Yuk Yeung Lee (李旭暘), a licensed Representative with CE reference BCC892. Currently licensed at 1 firm(s): Morningstar Investment Management Asia Limited. Active regulated activities: Type 4 - Advising on securities. This person has 12.1 years of SFC licence history. Total licence records on file: 2.
Information
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Licence history
| Firm | Role | Regulated activity | From | To |
|---|---|---|---|---|
| Morningstar Investment Management Asia Limited | Rep | Type 4 - Advising on securities | 2019-10-25 | present |
| Kingsway Financial Services Group Limited 滙富金融服務有限公司 |
Rep | Type 4 - Advising on securities | 2014-06-30 | 2019-10-13 |
Worked alongside
The 20 closest colleagues, strongest tie first — individuals licensed at the same firm as Phelix Yuk Yeung Lee during overlapping periods. Ranked by how long they overlapped and how similar their regulated activities were, with shared time at a smaller firm weighted more than at a large one. See the detailed formula.