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Robert Lee

Equitable Advisors, LLC

Bellevue, WA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-08-21
  • WA RA
    APPROVED
    Since 2026-08-21

Branch Locations

10500 Ne 8Th Street Suite 1600, Bellevue, WA 98004 • 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
Nearme Roofing Company Redmond WA 07/2025 07/2025
Unemployed Bellevue WA 03/2025 06/2025
Sherwin-Williams Bellevue WA 05/2024 02/2025
Unemployed Bellevue WA 09/2023 04/2024
Regie.aI Bellevue WA 01/2023 08/2023
Outreach Seattle WA 07/2022 12/2022
Sinotech Medical Beijing 07/2017 09/2019
University Of Washington Seattle WA 08/2015 07/2017
Pacific View, Llc Bellevue WA 09/2019 07/2022
Unemployed Bellevue WA 07/2025 08/2026
Equitable Advisors, Llc New York NY 08/2026 Present
  • 07/2025 → 07/2025
    Nearme Roofing Company
    Redmond, WA
  • 03/2025 → 06/2025
    Unemployed
    Bellevue, WA
  • 05/2024 → 02/2025
    Sherwin-Williams
    Bellevue, WA
  • 09/2023 → 04/2024
    Unemployed
    Bellevue, WA
  • 01/2023 → 08/2023
    Regie.aI
    Bellevue, WA
  • 07/2022 → 12/2022
    Outreach
    Seattle, WA
  • 07/2017 → 09/2019
    Sinotech Medical
    Beijing
  • 08/2015 → 07/2017
    University Of Washington
    Seattle, WA
  • 09/2019 → 07/2022
    Pacific View, Llc
    Bellevue, WA
  • 07/2025 → 08/2026
    Unemployed
    Bellevue, WA
  • 08/2026 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-29
  • S66 Uniform Combined State Law Examination
    2026-05-29

View on SEC IAPD

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Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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