Robert J. Lee
Professional summary
Robert J Lee, CFP®, who also goes by Bob Lee, Robert J Lee, Robert John Lee, is a registered financial advisor currently at AMERITAS ADVISORY SERVICES, LLC located in Clifton, Virginia and AMERITAS INVESTMENT COMPANY, LLC located in Lincoln, Nebraska.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1988. Robert has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 22, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Robert J Lee's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 23, 2025 - Present
AMERITAS ADVISORY SERVICES, LLC
September 22, 2025 - Present
AMERITAS INVESTMENT COMPANY, LLC
October 26, 2022 - July 16, 2025
ONEAMERICA SECURITIES, INC.
October 25, 2022 - July 16, 2025
ONEAMERICA SECURITIES, INC.
February 28, 2015 - August 5, 2021
THE O.N. EQUITY SALES COMPANY
December 4, 2012 - May 31, 2013
PRUCO SECURITIES, LLC.
August 10, 2010 - August 27, 2012
ALLSTATE FINANCIAL SERVICES, LLC
November 16, 2009 - June 16, 2010
HIMCO DISTRIBUTION SERVICES COMPANY
January 12, 2006 - September 18, 2009
GLOBAL ATLANTIC DISTRIBUTORS, LLC
November 12, 1998 - July 5, 2006
SECURITIES AMERICA ADVISORS, INC.
February 7, 1997 - July 5, 2006
SECURITIES AMERICA, INC.
August 23, 1995 - March 17, 1997
FFP SECURITIES, INC.
February 13, 1992 - July 31, 1995
SIGNATOR FINANCIAL SERVICES, INC.
June 15, 1988 - December 31, 1991
LINCOLN FINANCIAL DISTRIBUTORS, INC.
Primary Firm SEC Registration
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(9/29/2025)
(9/23/2025)
(9/23/2025)
Exams
FINRA
Current Firm
AMERITAS ADVISORY SERVICES, LLC
CRD#: 317245 / SEC#: 801-55153
Contact information
SEC notice filing (51 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 41,501 |
| AUM (Assets Under Management) | $ 11,506,548,514 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/28/2025 | ||
| 07/23/2024 | ||
| 07/27/2023 |
Red Flags
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