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Robin Lee

Commonwealth Financial Network

Orchard Park, NY

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-10-14
  • NY RA
    APPROVED
    Since 2025-10-14

Branch Locations

3075 Southwestern Blvd. Suite 202, Orchard Park, NY 14127 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Columbus OH 01/2020 12/2023
Unemplyment Columbus OH 05/2019 12/2020
The Ohio State University Columbus OH 08/2017 05/2019
Republic Of Korea Army 27Th Infantry Division Hwacheon, Kangwondo 09/2015 05/2017
Commonwealth Financial Network Waltham MA 09/2025 Present
Clark & Company Wealth Management Lancaster NY 09/2025 Present
Unemployed Palisades Park NJ 01/2024 09/2025
  • 01/2020 → 12/2023
    Morgan Stanley
    Columbus, OH
  • 05/2019 → 12/2020
    Unemplyment
    Columbus, OH
  • 08/2017 → 05/2019
    The Ohio State University
    Columbus, OH
  • 09/2015 → 05/2017
    Republic Of Korea Army 27Th Infantry Division
    Hwacheon, Kangwondo
  • 09/2025 → Present
    Commonwealth Financial Network
    Waltham, MA
  • 09/2025 → Present
    Clark & Company Wealth Management
    Lancaster, NY
  • 01/2024 → 09/2025
    Unemployed
    Palisades Park, NJ
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-20
  • S66 Uniform Combined State Law Examination
    2021-12-20

View on SEC IAPD

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Other Investors

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Daniel Byles-Smith
Ryan Michael DiPasquale
CHRISTINA MARIE MICHALCZAK
MICHAEL D HARMER
Samantha Leigh Thomas
Ryan Clayton Smith
JEFFREY ROBERT VANREMMEN

Other Offices

WATERFORD ADVISORS, LLC · ORCHARD PARK, NY
OSAIC WEALTH, INC. · ORCHARD PARK, NY
EDWARD JONES · ORCHARD PARK, NY
GENEOS WEALTH MANAGEMENT, INC. · Orchard Park, NY
LPL FINANCIAL LLC · ORCHARD PARK, NY
LPL FINANCIAL LLC · ORCHARD PARK, NY
LPL FINANCIAL LLC · ORCHARD PARK, NY
FARRELL FINANCIAL · ORCHARD PARK, NY

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