Kathy Jung Lee

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

San Jose, CA • United States

251 University Avenue, Palo Alto, CA 94301-1714 • 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

Organization	City	State	From	To
Silicon Valley Capital Partners, L.P.	San Jose	CA	04/2011	05/2022
Fidelity Investments	Salt Lake City	UT	06/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2011 → 05/2022

Silicon Valley Capital Partners, L.P.

San Jose, CA
06/2022 → Present

Fidelity Investments

Salt Lake City, UT
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-10-28 → 2025-03-31

Fidelity Personal And Workplace Advisors

Palo Alto, CA
2017-01-25 → 2022-06-13

Silicon Valley Capital Partners, L.P.

San Jose, CA

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2022-10-12
S65	Uniform Investment Adviser Law Examination	2017-01-25

S63 Uniform Securities Agent State Law Examination

2022-10-12
S65 Uniform Investment Adviser Law Examination

2017-01-25

Other Names

Kathy Jung Lee

View on SEC IAPD

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