Edwin Lee
Investment Adviser Representative at First Command Advisory Services
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Edwin Lee is an investment adviser representative with First Command Advisory Services in Woodbridge, VA, where they have been registered since 2026. They have worked in the securities industry since 2010 and have been registered with 3 firms, including Merrill Lynch, Pierce, Fenner & Smith Incorporated and T. ROWE Price Advisory Services, Inc. They have passed 10 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Virginia.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Virginia
- Broker:
3 states and territories
District of Columbia, Maryland, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- MotifSep 2014 – Apr 2017Rancho Cordova, CA
- Folio Investments, Inc.Apr 2017 – Apr 2020Mclean, VA
- Santander Investment Securities Inc.Apr 2020 – Jul 2021New York, NY
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 – Feb 2024Alexandria, VA
- Georgetown UniversityAug 2019 – May 2021Washington, DC
- SweetgreenMar 2022 – Feb 2024Arlington, VA
- UnemployedJul 2021 – Mar 2022Falls Church, VA
- Bank of America, N.A.Sep 2022 – Feb 2024Alexandria, VA
- ETC Brokerage Services, LLCFeb 2024 – Dec 2024Westlake, OH
- Innovayte, LLCJan 2025 – Oct 2025Dallas, TX
- First Command Brokerage Services, Inc.Jan 2026 – no end date reportedFort Worth, TX
- First Command Advisory Services, IncJan 2026 – no end date reportedFort Worth, TX
- First Command Insurance Services, Inc.Jan 2026 – no end date reportedFort Worth, TX
- UnemployedNov 2025 – Dec 2025Falls Church, VA
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About First Command Advisory Services
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Firm account minimum
- $5,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,052
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Fort Worth, TX
- SEC file number:
- 801-56942
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 21, 2026
View full firm profileOther advisors at First Command Advisory Services
Showing 12 of 1,052 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Edwin Lee has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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