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Lillian P. Leo

Strategic Advisers LLC

Sandy, UT

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Sandy, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Diversified Investment Advisors North Salt Lake UT 01/2011 03/2021
Diversified Investors Securities Corp. North Salt Lake UT 03/2011 03/2021
Triad Advisors Norcross GA 05/2021 03/2022
Fidelity Investments Salt Lake City UT 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2011 → 03/2021
    Diversified Investment Advisors
    North Salt Lake, UT
  • 03/2011 → 03/2021
    Diversified Investors Securities Corp.
    North Salt Lake, UT
  • 05/2021 → 03/2022
    Triad Advisors
    Norcross, GA
  • 03/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-01-27
S66 Uniform Combined State Law Examination 2015-09-29
  • S63 Uniform Securities Agent State Law Examination
    2025-01-27
  • S66 Uniform Combined State Law Examination
    2015-09-29
Other Names
  • Lillian Puichi Leo
  • Lillian Pui Chi Leo
  • Lillian Pui-Chi Leo

View on SEC IAPD

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