Nicholas Scott Lee

Employer firm

First Command Advisory Services CRD 281958

$24.4B regulatory AUM 1,013 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 02/2025 → 07/2025
  First Command Brokerage Services, Inc
  Fort Worth, TX
• 07/2019 → 07/2025
  United States Air Force
  Mountain Home, ID
• 01/2015 → 07/2019
  Food Lion
  Danville, VA
• 07/2025 → Present
  First Command Brokerage Services, Inc.
  Fort Worth, TX
• 07/2025 → Present
  First Command Advisory Services, Inc.
  Fort Worth, TX
• 07/2025 → Present
  First Command Insurance Services, Inc.
  Fort Worth, TX

Other Businesses

Name of the other business: United States Air Force Whether the business is investment-related: No Address of the other business: 318 12th Ave, Mountain Home, ID 83647 Nature of the other business: Military Your position, title, or relationship with the other business: Fuels Supervisor The start date of your relationship: Jul 01, 2019 The approximate number of hours/month you devote to the other business: 1 to 5 The number of hours you devote to the other business during securities trading hours: 1 to 5 Briefly describe your duties relating to the other business: As a Fuels Supervisor in the United States Air Force, I was responsible for overseeing the receipt, storage, quality control, and distribution of petroleum products to support mission-critical operations. I led a team of technicians, ensuring safe and efficient fueling of aircraft, ground equipment, and emergency systems. My duties included logistics planning, compliance with environmental and safety regulations, and coordination of preventative maintenance for fuel systems and vehicles.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-07-15
• S63 Uniform Securities Agent State Law Examination
  2025-06-02