Robert Lee, financial advisor Sarasota FL
71 score

Robert Lee

CRD Number: 1170833
Current Firm: Retirement Money Management

Robert Lee (CRD# 1170833) is an Investment Advisor Representative working at Retirement Money Management in Sarasota, FL and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Successful Money Management Of Sarasota Sarasota, FL Jul 2007 - Current 9
Lee Financial Of Sarasota, Inc. Sarasota, FL Jul 2007 - Current 9
Girard Securities, Inc. San Diego, CA May 2007 - Current 9
Retirement Money Management Sarasota, FL Aug 2005 - Current 11
Registered Investment Advisor Sarasota, FL Jun 2005 - Current 11
Lee & Lee Partnership Largo, FL Jan 1985 - Current 31
Successful Money Management Clearwater, FL Jan 1987 - Jul 2007 20
Lee Financial & Retirement Services Clearwater, FL Jan 1985 - Jul 2007 22
Raymond James Financial Services, Inc. Sarasota, FL Jun 1983 - Jul 2007 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1984
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
  • Judgments / Liens
Get Details on the FINRA Advisor Check site
Contact Info for Robert L. Lee
Phone Number: 941-955-8163
Registered State(s):
  • CA
  • IL
  • MD
  • NC
  • OH
  • PA
  • VA
  • TX
  • FL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States


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