Robert Lee
Investment adviser representative at Equitable Advisors, LLC
11 yearsExperience
1 stateRegistered in
$47.3BFirm assets
48 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
11 years in the industry.
- Equitable Advisors, LLCAug 2026 to now
- UnemployedJul 2025 to Aug 2026
- Nearme Roofing CompanyJul 2025 to Jul 2025
- UnemployedMar 2025 to Jun 2025
- Sherwin-williamsMay 2024 to Feb 2025
- UnemployedSep 2023 to Apr 2024
- Regie.aiJan 2023 to Aug 2023
- OutreachJul 2022 to Dec 2022
- Pacific View, LLCSep 2019 to Jul 2022
- Sinotech MedicalJul 2017 to Sep 2019
- University of WashingtonAug 2015 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (WA).
Equitable Advisors, LLC
$47.3BAssets managed
76,027Clients
4,640Advisers
48 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
- 8293120
- Firm CRD
- 6627