Edwin Lee
Investment adviser representative at First Command Advisory Services
12 yearsExperience
1 stateRegistered in
$24.4BFirm assets
21 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
Experience
12 years in the industry.
- First Command Advisory Services, IncJan 2026 to now
- First Command Brokerage Services, Inc.Jan 2026 to now
- First Command Insurance Services, Inc.Jan 2026 to now
- UnemployedNov 2025 to Dec 2025
- Innovayte, LLCJan 2025 to Oct 2025
- Etc Brokerage Services, LLCFeb 2024 to Dec 2024
- Bank of America, N.A.Sep 2022 to Feb 2024
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to Feb 2024
- SweetgreenMar 2022 to Feb 2024
- UnemployedJul 2021 to Mar 2022
- Santander Investment Securities Inc.Apr 2020 to Jul 2021
- Georgetown UniversityAug 2019 to May 2021
- Folio Investments, Inc.Apr 2017 to Apr 2020
- MotifSep 2014 to Apr 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
First Command Advisory Services
$24.4BAssets managed
113,591Clients
1,027Advisers
21 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
- 5314695
- Firm CRD
- 281958