Robert Lee
Genesis by Doxa · Arlington, Virginia
Robert Lee is a fee-only financial advisor at Genesis by Doxa in Arlington, Virginia, who holds the CFA credential. Robert charges a percentage of assets (0.4% a year on the first tier of assets managed).
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Who they serve
- Early-career professionals
Facts
| Firm | Genesis by Doxa |
|---|---|
| Based in | Arlington, Virginia |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.4% a year on the first tier of assets managed |
| Assets under management | $71M across 200 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in FL, MD, NC, VA · CRD 6101836 |
| Exams passed | Series 66 (2012) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.genesisbydoxa.com |
| Profile |
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Questions about Robert
Is Robert Lee a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Genesis by Doxa reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Robert charge for financial advice?
Robert charges a percentage of assets.
How much does Robert charge?
According to Genesis by Doxa's website, checked October 30, 2026: 0.4% a year on the first tier of assets managed.
Where is Robert Lee based?
Robert Lee is based in Arlington, Virginia.
What credentials does Robert Lee hold?
Robert Lee holds the CFA credential.
Is Robert Lee registered with the SEC?
Yes. Robert Lee is registered as an investment adviser representative in FL, MD, NC and VA (CRD 6101836), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Genesis by Doxa manage?
Genesis by Doxa reports $71M across 200 accounts in assets under management.
How do I contact Robert Lee?
Through Robert's website, www.genesisbydoxa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Genesis by Doxa website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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