Edwin Lee is a registered investment advisor, based in Woodbridge, VA, with 16 years of industry experience.
Location
13625 Office Pl, Suite 201, Woodbridge, VA, 22192
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
First Command Brokerage Services, INC.Broker
January 2026 - Present · 4 mos
First Command Advisory Services
January 2026 - Present · 4 mos
Previous Registrations
Etc Brokerage Services, LLCBroker
March 2024 - October 2025 · 1 yr 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2022 - February 2024 · 1 yr 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2022 - February 2024 · 1 yr 5 mos
Santander Investment Securities INC.Broker
November 2020 - June 2021 · 7 mos
Folio Investments, INC.Broker
May 2017 - April 2020 · 2 yrs 11 mos
MotifBroker
September 2014 - April 2017 · 2 yrs 7 mos
T. Rowe Price Advisory Services, INC.
April 2010 - October 2014 · 4 yrs 6 mos
T. Rowe Price Investment Services, INC.Broker
October 2007 - October 2014 · 7 yrs
State Registrations3 states
DCMDVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.