Romonia Bradford Lee
Investment adviser representative at Asset Allocation Strategies, LLC
18 yearsExperience
1 stateRegistered in
$1BFirm assets
11 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
- Seminars and workshops
Experience
18 years in the industry.
- Asset Allocation Strategies, LLCJul 2020 to now
- Glp Investment Services, LLCApr 2020 to now
- ValuteachersJan 2008 to now
- Equity Services IncDec 2018 to Apr 2020
- Virginia CollegeNov 2015 to May 2018
- Transamerica Financial Advisors, IncAug 2014 to Dec 2016
- World Financial Group, Inc.Jan 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2014
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (GA).
Asset Allocation Strategies, LLC
$1BAssets managed
4,394Clients
40Advisers
11 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
- 6381198
- Firm CRD
- 152339