# ROBERT EDWARD LEE

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.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SOVEREIGN WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/188524) | 2020-01-17 | present | Yes |
| [SOVEREIGN WEALTH ADVISORS LLC](https://search.stillhousedata.com/firm/188524) | 2017-11-15 | 2019-12-31 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2006-12-11 | 2014-08-18 | — |
| [J.P. MORGAN SECURITIES INC.](https://search.stillhousedata.com/firm/18718) | 2006-09-27 | 2006-12-04 | — |
| [BANC ONE SECURITIES CORPORATION](https://search.stillhousedata.com/firm/16999) | 1998-07-01 | 2006-09-27 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1363282)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1363282.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.