Robert Y Lee
Investment adviser representative at Buck Wealth Strategies, LLC
22 yearsExperience
1 stateRegistered in
$1.6BFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
22 years in the industry.
- Buck Wealth Strategies, LLCAug 2022 to now
- E.A. Buck Financial ServicesAug 2021 to now
- Madison Avenue Securities, LLCAug 2021 to now
- Ae Wealth Management, LLCJan 2024 to Aug 2024
- Ae Wealth ManagementNov 2021 to Jan 2023
- LPL Financial LLCMar 2018 to Jul 2018
- AmbaOct 2017 to Aug 2021
- Horace Mann CompaniesOct 2002 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (CO).
Buck Wealth Strategies, LLC
$1.6BAssets managed
2,948Clients
50Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2268372
- Firm CRD
- 322138