Robert S. Lee

BLUEPRINT INVESTING LLC

SAN FRANCISCO, CA 94104

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CRD#: 3088486

Professional summary

Robert Sung-bum Lee, who also goes by Bob Lee, Robert Sungbum Lee, is a registered financial advisor currently at BLUEPRINT INVESTING LLC located in San Francisco, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Robert has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bob Lee | Robert Sungbum Lee

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Sung-bum Lee's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 17, 2009 - Present

BLUEPRINT INVESTING LLC

Office #1: One Sansome Street 14th Floor, San Francisco, CA 94104

RIA

CRD#: 151422

SAN FRANCISCO, CA

Past

October 26, 1998 - August 10, 2000

MORGAN STANLEY & CO. LLC

CRD#: 8209

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BLUEPRINT INVESTING LLC

BLUEPRINT INVESTING | BLUEPRINT INVESTING, LLC | BLUEPRINT INVESTING LLC

CRD#: 151422 / SEC#: 801-121378

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

California

Registered Investment Advisory firm - (7/14/2021 Terminated)

Texas

Registered Investment Advisory firm - (8/17/2021 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(11/17/2009)

IAR

Texas
(7/14/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 11/13/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/3/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 10/23/1998

General Securities Representative Examination

Current Firm

BLUEPRINT INVESTING LLC

BLUEPRINT INVESTING | BLUEPRINT INVESTING, LLC | BLUEPRINT INVESTING LLC

CRD#: 151422 / SEC#: 801-121378

RIA

Registered Investment Advisory firm - (6/2/2021 Approved)

California

Registered Investment Advisory firm - (7/14/2021 Terminated)

Texas

Registered Investment Advisory firm - (8/17/2021 Terminated)

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Contact information

Main Address

One Sansome Street 14th Floor, San Francisco, CA 94104

Mailing Address

Phone number

(415) 963-9815

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BLUEPRINT ADV 2A & 2B (7/9/2025)

Regulatory assets under management

Total Number of Accounts	255
AUM (Assets Under Management)	$ 346,629,237

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert S. Lee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Sung-bum Lee's CRS (Customer Relationship Summary).

Certified licenses

Experience

BLUEPRINT INVESTING LLC

MORGAN STANLEY & CO. LLC

Primary Firm SEC Registration

BLUEPRINT INVESTING LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 11/13/2009

Series 63

Date: 11/3/1998

Series 7

Date: 10/23/1998

Current Firm

BLUEPRINT INVESTING LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BLUEPRINT INVESTING LLC

TRUST BUT VERIFY

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