Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
New
Robert Lee
Financial advisor at Equitable Advisors
Robert Lee is a fiduciary financial advisor in Bellevue, Washington, registered since May 2026. Robert joined Equitable Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Equitable Advisors reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office10500 NE 8th Street Suite 1600, Bellevue, WA 98004
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$609,299
Advisors at the firm4,656
States licensed ?1 state
Services through Equitable Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational 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
- Aug 2026 – nowEquitable Advisors, LLCCurrent firm
Contact Robert
Local office(206) 728-2400Ask for Robert. (212) 314-4600Main office · New York, NY 10500 NE 8th Street Suite 1600Bellevue, WA 98004Office · Get directions LinkedIn pageEquitable Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Robert
Tailored to Robert’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Robert
How do I contact Robert?
Call Robert’s local office at (206) 728-2400 or the Equitable Advisors main office at (212) 314-4600, and ask for Robert Lee.
How long has Robert been a financial advisor?
Robert is new to the profession, registered since May 2026, and holds 1 license.
What licenses does Robert hold?
Series 66. Tap any license on this page to see what it allows.
Is Robert a fiduciary?
Robert is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Robert paid?
Equitable Advisors reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Robert 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.
Other advisors nearby
Fulcrum Wealth Advisors
47yrs
Top 1% by experience in Bellevue
Tschetter Group
46yrs
Top advisor by experience at Tschetter Group
Wells Fargo Advisors
45yrs
Top 1% by experience in Bellevue
Oppenheimer & Co.
45yrs
Top 1% by experience in Bellevue
LPL Financial
45yrs
Top 1% by experience in Bellevue