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Patrick Lee

Strategic Advisers LLC

Los Gatos, CA

Campbell, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Los Gatos, CA • United States

851 East Hamilton Ave Ste 100, Campbell, CA 95008-0600 • 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
Bancwest Investment Services Palo Alto CA 04/2016 10/2017
Fidelity Brokerage Services Llc Campbell CA 10/2017 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2016 → 10/2017
    Bancwest Investment Services
    Palo Alto, CA
  • 10/2017 → Present
    Fidelity Brokerage Services Llc
    Campbell, CA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Campbell, CA
    Mountain View, CA
  • 2017-10-27 → 2018-07-13
    Strategic Advisers Llc
    Campbell, CA
  • 2013-11-14 → 2017-10-16
    Bancwest Investment Services, Inc.
    San Jose, CA
    Saratoga, CA
    Palo Alto, CA
    Los Altos, CA
    San Jose, CA
    Cupertino, CA
    Palo Alto, CA
    Sunnyvale, CA
    Santa Clara, CA
    Sunnyvale, CA
  • 2011-02-14 → 2013-11-06
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    San Jose, CA
    New York, NY
    San Jose, CA
    Half Moon Bay, CA
    Palo Alto, CA
    San Bruno, CA
    Mountain View, CA
    Los Altos, CA
    Los Altos, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-02-11
  • S66 Uniform Combined State Law Examination
    2011-02-11
Other Names
  • Patrick Pak Chun Lee
  • Patrick Lee

View on SEC IAPD

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