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Robert Lee

Nationwide Investment Advisors, LLC
21 Years of Experience
Columbus, OH
1 DisclosureBroker
View SEC Summary
View SEC Summary

Robert Lee is a registered investment advisor at Nationwide Investment Advisors, LLC, based in Columbus, OH, with 21 years of industry experience. Robert is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 251,223 clients with $17B in assets under management.

Nationwide Investment Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
396 advisors
Number of Clients
251,223 clients
Average Client Portfolio
$67K average
Assets Under Management
$16.7B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Maximum annual fee is up to 1.00% for participant accounts, up to 0.65% for governmental and institutional plan participants, up to 0.50% for the Advice Program, and up to 0.02% for Smart Alliance. Fees are negotiable at the plan level.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

One Nationwide Plaza, 03-07-202, Columbus, OH, 43215

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History

Regulatory History (1)
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Financial
September 2025
Pending
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Robert is a swim and dive coach at the YMCA of the Highland Lakes since October 2023, dedicating about 10-20% of his time to this activity. This activity is not investment-related.

Employment History
Current Registrations
Nationwide Investment Advisors, LLC
August 2022 - Present · 4 yrs 2 mos
Nationwide Investment Services CorporationBroker
June 2022 - Present · 4 yrs 4 mos
Previous Registrations
Proequities, INC.Broker
September 2019 - November 2020 · 1 yr 2 mos
Pruco Securities, LLC.Broker
March 2018 - October 2018 · 7 mos
Nationwide Investment Services CorporationBroker
March 2007 - January 2018 · 10 yrs 10 mos
Nationwide Investment Services CorporationBroker
September 2003 - February 2006 · 2 yrs 5 mos
G & W Equity Sales, INC.Broker
February 2001 - September 2003 · 2 yrs 7 mos
State Registrations13 states
ALARAZCAILKSLAMOMSNMOHOKTX
AdvisorBroker

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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Robert Lee - Financial Advisor | TrueAdvisor