Robert Ernie Lee
Investment adviser representative at Eagle Strategies LLC
22 yearsExperience
1 stateRegistered in
$32BFirm assets
37 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 assetsHourlyFixed 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.
- Eagle Strategies LLCApr 2025 to now
- Retirement SolutionsMay 2024 to now
- Nylife Securities LLCFeb 2024 to now
- New York Life InsuranceNov 2023 to now
- Rimrock Autogroup/drive Billings GroupMar 2019 to Oct 2023
- Lithia Auto GroupJan 2018 to Mar 2019
- Rimrock AutogroupNov 2004 to Dec 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (MT).
Eagle Strategies LLC
$32BAssets managed
133,900Clients
2,495Advisers
37 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
- 4861894
- Firm CRD
- 110826