Robert David Lee is an investment adviser representative (IAR) with state registration records since 2025, appearing at 2 firms. Currently registered with ASSET ALLOCATION STRATEGIES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| ASSET ALLOCATION STRATEGIES, LLC | 2025-09-05 | present | Yes |
| FLORIDA FINANCIAL ADVISORS, LLC | 2025-01-13 | 2025-01-30 | — |