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EL

Edwin Lee

FIRST COMMAND ADVISORY SERVICES
Woodbridge, VA 22192
Some features on this profile are disabled
CRD#: 5314695
EL

Professional summary

Edwin Lee, who also goes by Edwin H Lee, is a registered financial advisor currently at FIRST COMMAND ADVISORY SERVICES located in Woodbridge, Virginia and FIRST COMMAND BROKERAGE SERVICES, INC. located in Woodbridge, Virginia.

Edwin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Edwin has worked at 9 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 7, Series 6, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Edwin H 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 Edwin 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

January 20, 2026 - Present

FIRST COMMAND ADVISORY SERVICES

Office #1: 13625 Office Pl Suite 201, Woodbridge, VA 22192
RIA
CRD#: 281958
Woodbridge, VA
Current

January 20, 2026 - Present

FIRST COMMAND BROKERAGE SERVICES, INC.

Office #1: 13625 Office Place Suite 201, Woodbridge, VA 22192
BD
CRD#: 3641
Woodbridge, VA
Past

March 22, 2024 - October 28, 2025

ETC BROKERAGE SERVICES, LLC

BD
CRD#: 145276
DALLAS, TX
Past

October 24, 2022 - February 6, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ALEXANDRIA, VA
Past

September 19, 2022 - February 6, 2024

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ALEXANDRIA, VA
Past

November 17, 2020 - June 9, 2021

SANTANDER INVESTMENT SECURITIES INC.

BD
CRD#: 37216
NEW YORK, NY
Past

May 12, 2017 - April 22, 2020

GOLDMAN SACHS CUSTODY SOLUTIONS

BD
CRD#: 48015
MCLEAN, VA
Past

September 29, 2014 - April 18, 2017

MOTIF

BD
CRD#: 155731
RANCHO CORDOVA, CA
Past

April 28, 2010 - October 16, 2014

T. ROWE PRICE ADVISORY SERVICES, INC.

RIA
CRD#: 108958
WASHINGTON, DC
Past

October 1, 2007 - October 16, 2014

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
WASHINGTON, DC

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".
FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA
Registered Investment Advisory firm - (7/28/2005 Approved)

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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
District of Columbia
(1/20/2026)
RR
Maryland
(1/20/2026)
RR
Virginia
(1/20/2026)
IAR
Virginia
(1/20/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/24/2022
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 11/21/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/17/2025
Operations Professional Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/2/2008
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/29/2007
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 27
Date: 5/10/2025
Financial and Operations Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 11/18/2015
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

FC
FIRST COMMAND ADVISORY SERVICES
FIRST COMMAND ADVISORY SERVICES

CRD#: 281958 / SEC#: 801-56942

RIA
Registered Investment Advisory firm - (7/28/2005 Approved)
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Contact information

Main Address
1 Firstcomm Plaza, Fort Worth, TX 76109
Mailing Address
Po Box 2387, Fort Worth, TX 76113-2387
Phone number
(817) 731-8621
Established
Firm type
Fiscal year end
# of Employees
1,787

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

DESCRIPTION OF SERVICES (12/26/2025)
WRAP PROGRAM BROCHURE (12/26/2025)

Regulatory assets under management

Total Number of Accounts113,591
AUM (Assets Under Management)$ 24,429,418,155

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.

Company Information

FIRST COMMAND ADVISORY SERVICES

CRD#: 281958Woodbridge, VA 22192

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