Matthew Thomas Lee

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → 08/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Lincoln, RI
• 12/2017 → 08/2021
  Bank Of America, N.A.
  Lincoln, RI
• 09/2021 → Present
  Fidelity Investments
  Smithfield, RI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-10-04 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI
• 2016-12-27 → 2021-08-26
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Riverside, RI
  Riverside, RI
  Riverside, RI
  Jacksonville, FL

Other Businesses

OBA-94627|OrgNmn:Ebay|Org Addr:San Jose,California,US|OBA Nature:Sales platform|Invst Rel:N|Title:Seller|Duties:Selling trading cards, packaging and shipping |StrtDt:|TotHrs/mon:5|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2016-12-16
• S63 Uniform Securities Agent State Law Examination
  2016-02-19

Other Names

• Matthew Lee
• Matthew T Lee
• Matthew Thomas Lee