Robert Edward Lee

Employer firm

Nationwide Investment Advisors, LLC CRD 142373

$16.7B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2007 → 12/2017
  Nationwide Investment Services Corporation
  Columbus, OH
• 09/2003 → 12/2017
  Nationwide
  Columbus, OH
• 03/2018 → 10/2018
  Pruco Securities, Llc
  Orlando, FL
• 03/2018 → 10/2018
  The Prudential Insurance Company Of America
  Orlando, FL
• 01/2018 → 02/2018
  Unemployed
  Apopka, FL
• 09/2019 → 10/2020
  Proequities, Inc
  Apopka, FL
• 10/2018 → 09/2019
  Illinois Mutual Life Insurance
  Peoria, IL
• 05/2022 → Present
  Nationwide Investment Services Corporation
  Columbus, OH
• 10/2020 → 12/2021
  American Benefits Exchange
  Austin, TX
• 01/2022 → 05/2022
  Unemployed
  Liberty Hill, TX
• 08/2022 → Present
  Nationwide Investment Advisors
  Columbus, OH

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-08-09
• S63 Uniform Securities Agent State Law Examination
  2022-07-23

Other Names

• Rob Edward Lee
• Robert E Lee