Robert David Lee
Investment adviser representative at Asset Allocation Strategies, LLC
10 yearsExperience
1 stateRegistered in
$1BFirm assets
11 yearsFirm in business
Are you Robert David Lee? Claim your profile
Contact this firm
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
10 years in the industry.
- Asset Allocation Strategies, LLCJul 2025 to now
- Valuteachers Inc.Mar 2025 to now
- Florida Financial AdvisorsJan 2025 to Jan 2025
- Orchard KingdomJun 2023 to Jan 2025
- Legacy Engineering, IncMay 2023 to Sep 2024
- Southpoint Community ChurchSep 2021 to Jun 2023
- University of North FloridaJan 2021 to Sep 2021
- FullsourceJun 2020 to Jan 2021
- University of North FloridaSep 2017 to Apr 2020
- Florida State College of JacksonvilleJun 2015 to Sep 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
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
- 8028381
- Firm CRD
- 152339