Robert Lee has been Member, Managing Director of BluePrint Investing since October 2009, is a control person of the firm and directly owns 75% or more of it. Robert Lee holds an MBA from Harvard Business School and an AB from Harvard College.
Blueprint Investing LLC is a San Francisco, CA firm with $436M under management, 42 clients and 2 advisers across 3 offices, as of its July 2026 filing.
Bob Lee is Managing Director of BluePrint Investing LLC and founded the firm. Before that he was an investment professional at H.I.G. Capital, where he directed investment evaluation and execution efforts across multiple industries, and earlier a consultant at the Boston Consulting Group. He began his career at Morgan Stanley in the Special Situations Group.
Investment adviser representative registrations
Robert Lee is registered as an investment adviser representative in 2 states. The first approvals date from November 2009; the most recent is Texas, in July 2010.
- CaliforniaSince 17 November 2009
- TexasSince 14 July 2010
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 November 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 3 November 1998 |
| Series 7 | General Securities Representative Examination | 23 October 1998 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Robert Sung-Bum Lee
- CRD
- 3088486
- Firm
- BluePrint Investing · CRD 151422
- Role
- Member, Managing Director
- Registration
- Investment adviser registration
- In the industry since
- November 2009
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- blueprintinvest.com
Where does Robert Lee work?
Robert Lee has been Member, Managing Director of Blueprint Investing LLC since October 2009, and is a control person of the firm.
Is Robert Lee a financial advisor?
Yes. Robert Lee has a current investment-adviser registration in California and Texas, through BluePrint Investing since November 2009.
How many years of experience does Robert Lee have?
Robert Lee has 16 years in the financial industry, since November 2009, across 1 adviser firm.
What exams has Robert Lee passed?
Robert Lee has passed 3 licensing exams: the Series 7, Series 63 and Series 65. The earliest, the Series 7, was passed in October 1998.
Is Robert Lee registered with FINRA?
No. Robert Lee has no current broker registration.
How can I verify Robert Lee’s record?
Search CRD 3088486 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Robert Lee’s full registration record.