Robert David Lee
Investment Adviser Representative at Asset Allocation Strategies, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Robert David Lee is an investment adviser representative with Asset Allocation Strategies, LLC in Jacksonville, FL, where they have been registered since 2025. They have worked in the securities industry since 2025 and were previously registered with Florida Financial Advisors, LLC. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
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.
- Florida Financial AdvisorsJan 2025 – Jan 2025Jacksonville, FL
- Legacy Engineering, IncMay 2023 – Sep 2024Jacksonville, FL
- Southpoint Community ChurchSep 2021 – Jun 2023Jacksonville, FL
- University of North FloridaJan 2021 – Sep 2021Jacksonville, FL
- FullsourceJun 2020 – Jan 2021Jacksonville, FL
- University of North FloridaSep 2017 – Apr 2020Jacksonville, FL
- Florida State College of JacksonvilleJun 2015 – Sep 2017Jacksonville, FL
- Orchard KingdomJun 2023 – Jan 2025Jacksonville, FL
- Florida State College of JacksonvilleSep 2016 – May 2017Jacksonville, FL
- ValuTeachers Inc.Mar 2025 – no end date reportedPonte Vedra, FL
- Asset Allocation StrategiesJul 2025 – no end date reportedFarmington, MI
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Asset Allocation Strategies, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $25,000 (waivable)
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
$1B–$5B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 43
- Offices listed on AdvisorFinder:
- 11
- Main office:
- Farmington, MI
- SEC file number:
- 801-106707
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 18, 2026
View full firm profileOther advisors at Asset Allocation Strategies, LLC
Showing 12 of 43 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. Robert David 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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