ROBERT EDWARD LEE is an investment adviser representative (IAR) with state registration records since 1998, appearing at 4 firms. Currently registered with SOVEREIGN WEALTH ADVISORS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SOVEREIGN WEALTH ADVISORS LLC | 2020-01-17 | present | Yes |
| SOVEREIGN WEALTH ADVISORS LLC | 2017-11-15 | 2019-12-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2006-12-11 | 2014-08-18 | — |
| J.P. MORGAN SECURITIES INC. | 2006-09-27 | 2006-12-04 | — |
| BANC ONE SECURITIES CORPORATION | 1998-07-01 | 2006-09-27 | — |