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Robert Lewis Lee

SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC.·SARASOTA, Florida
Clean recordSUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC.
2 N. TAMIAMI TRAIL, SARASOTA, FL 34236-5586CRD# 1170833Firm CRD# 145149

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Robert Lewis Lee · SARASOTA, FL
Registration
CRD #1170833 · SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Robert Lewis Lee is a registered financial advisor based in SARASOTA, Florida, affiliated with SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC.
RETIREMENT MONEY MANAGEMENT
AUM
$27M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC. →
Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1170833
Firm CRD# 145149
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Lewis Lee offer?
Robert Lewis Lee specializes in Financial Planning, Investment Management. Contact their office in SARASOTA, Florida for a consultation.
What are Robert Lewis Lee's credentials?
Robert Lewis Lee is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lewis Lee located?
Robert Lewis Lee is based in SARASOTA, Florida, working with SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC.. Their office serves clients in the SARASOTA metropolitan area and surrounding communities.
How does Robert Lewis Lee charge for services?
Robert Lewis Lee's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC.?
SUCCESSFUL MONEY MANAGEMENT OF SARASOTA, INC. has approximately 3 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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