Robert Lee is a registered investment advisor, based in Stamford, CT, with 27 years of industry experience.
Location
2200 Atlantic Street, Suite 200, Stamford, CT, 06902
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
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Robert is an investment advisor representative (IAR) with NewEdge Wealth, LLC, focusing on ultra-high net worth individuals. This investment-related business takes about three-quarters of his time.
Employment History
Current Registrations
New Edge Wealth
January 2022 - Present · 4 yrs 4 mos
Newedge Securities, LLCBroker
January 2022 - Present · 4 yrs 4 mos
Previous Registrations
UBS Financial Services INC.
July 2007 - February 2022 · 14 yrs 7 mos
UBS Financial Services INC.Broker
July 2007 - February 2022 · 14 yrs 7 mos
Merrill Lynch Pierce Fenner & Smith INC.
April 1998 - July 2007 · 9 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 1998 - July 2007 · 9 yrs 4 mos
State Registrations19 states
AZCACOFLGAILMAMDNCNJNMNVNYOHPASCTXVAWV
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.