Robert Y Lee is an investment adviser representative (IAR) with state registration records since 2021, appearing at 2 firms. Currently registered with BUCK WEALTH STRATEGIES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| AE WEALTH MANAGEMENT, LLC | 2024-01-23 | 2024-08-02 | — |
| BUCK WEALTH STRATEGIES, LLC | 2022-08-15 | present | Yes |
| AE WEALTH MANAGEMENT, LLC | 2021-11-05 | 2023-01-20 | — |