Robert Sung-bum Lee
Investment adviser representative at Blueprint Investing LLC
15 yearsExperience
2 statesRegistered in
$436.3MFirm assets
5 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Blueprint Investing LLCOct 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Blueprint Investing LLC
$436.3MAssets managed
42Clients
2Advisers
5 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
- 3088486
- Firm CRD
- 151422