Morgan Stanley
43yrs
Top advisor by experience in Orchard Park
5yrs
Robin Lee
Financial advisor at Commonwealth Financial Network
Robin Lee has worked in the financial industry for 5 years and is a fiduciary financial advisor based in Orchard Park, New York. After two years at Morgan Stanley, Robin joined Commonwealth Financial Network in 2025, a firm offering financial planning, investment management, and retirement plan consulting. Commonwealth Financial Network reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 103 advisors with offices in Orchard Park, and one of 73 fiduciaries.
At a glance
Experience5 years (since 2021)
How that compares ?5 years in the industry
Office3075 Southwestern Blvd. Suite 202, Orchard Park, NY 14127
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions
Typical client at the firm ?$568,323
Advisors at the firm2,864
States licensed ?1 state
Services through Commonwealth Financial Network
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Oct 2025 – nowCommonwealth Financial NetworkCurrent firm
- 2021 – 2024Morgan StanleyPreviously
Contact Robin
(781) 736-0700Firm headquarters in Waltham, MA. Ask for Robin. 3075 Southwestern Blvd. Suite 202Orchard Park, NY 14127Office · Get directions Firm websiteHTTPS://BLOG.COMMONWEALTH.COM/INDEPENDENT-MARKET-OBSERVER
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Questions to ask Robin
Tailored to Robin’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Robin
How do I contact Robin?
Call Commonwealth Financial Network at (781) 736-0700 and ask for Robin Lee. Robin works from the Orchard Park, NY office.
How long has Robin been a financial advisor?
Robin has been in the industry since 2021, about 5 years. 5 years in the industry.
What licenses does Robin hold?
Series 66. Tap any license on this page to see what it allows.
Is Robin a fiduciary?
Robin is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robin paid?
Commonwealth Financial Network reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask Robin for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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