Robert Lewis Lee

Current Employers

Employment History

• 01/1985 → 02/2021
  Lee & Lee Partnership
  Largo, FL
• 08/2005 → Present
  Retirement Money Management
  Sarasota, FL
• 05/2007 → 11/2017
  Girard Securities, Inc.
  San Diego, CA
• 07/2007 → Present
  Successful Money Management Of Sarasota
  Sarasota, FL
• 07/2007 → Present
  Lee Financial Of Sarasota, Inc.
  Sarasota, FL
• 10/2017 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA

Previous Registrations

• 2008-12-19 → 2016-12-31
  Retirement Money Management
  Sarasota, FL
• 2010-03-08 → 2011-12-31
  Girard Securities, Inc.
  Sarasota, FL
  San Diego, CA
• 1997-04-01 → 2007-12-31
  Retirement Money Management
  Sarasota, FL

Other Businesses

1) SUCCESSFUL MONEY MANAGEMENT DBA RETIREMENT MONEY MANAGEMENT, RIA, 100% OWNERSHIP, 60% SPENT ON CLIENT APPOINTMENTS, 40% RESEARCH AND DEVELOPMENT AND CLIENT PORTFOLIO REVIEWS. 2) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 9/2021 APX NUMBER OF HOURS PER WEEK: 0; APX NUMBER OF HOURS DURING TRADING HOURS: 0; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG-TERM CARE; 3) NAME OF OTHER BUSINESS: LEE FINANCIAL OF SARASOTA, INC, INVESTMENT RELATED: YES, ADDRESS: 5001 LAKEWOOD RANCH BLVD. SUITE 105, SARASOTA, FL 34240, NATURE OF BUSINESS: INSURANCE SALES, START DATE: 07/2007, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: LESS THAN 1, APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1, BRIEF DESCRIPTION OF DUTIES: INSURANCE SALES DBA;

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-03-15
• S63 Uniform Securities Agent State Law Examination
  1984-05-11