ROBERT JAMES LEE is an investment adviser representative (IAR) with state registration records since 1998, appearing at 3 firms. Currently registered with NEWEDGE WEALTH, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| NEWEDGE WEALTH, LLC | 2022-01-28 | present | Yes |
| UBS FINANCIAL SERVICES INC. | 2007-07-20 | 2022-02-04 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 1998-04-02 | 2007-07-24 | — |