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Sean Lee

Strategic Advisers LLC

Wheeling, IL

Schaumburg, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2026-06-11
  • IL RA
    APPROVED
    Since 2026-06-11

Branch Locations

Wheeling, IL • United States

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • 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
Glenbrook North High School Northbrook IL 08/2013 05/2017
The University Of Illinois Urbana-Champaign Urbana IL 08/2017 05/2021
Be Reality Group Chicago IL 05/2020 08/2020
Be Reality Group Chicago IL 06/2021 09/2021
Core Spaces Champaign IL 06/2019 05/2021
Fidelity Investments Schaumburg IL 02/2026 Present
Molo Solutions Chicago IL 09/2021 01/2026
  • 08/2013 → 05/2017
    Glenbrook North High School
    Northbrook, IL
  • 08/2017 → 05/2021
    The University Of Illinois Urbana-Champaign
    Urbana, IL
  • 05/2020 → 08/2020
    Be Reality Group
    Chicago, IL
  • 06/2021 → 09/2021
    Be Reality Group
    Chicago, IL
  • 06/2019 → 05/2021
    Core Spaces
    Champaign, IL
  • 02/2026 → Present
    Fidelity Investments
    Schaumburg, IL
  • 09/2021 → 01/2026
    Molo Solutions
    Chicago, IL
Other Businesses

OBA-132547|OrgNmn:PGA Superstore - Club Services|Org Addr:Northbrook,Illinois,US|OBA Nature: large retail chain specializi|Invst Rel:N|Title:Employee|Duties:Engage with every Customer encountered and offer world class service by leveraging PGATSS Service behaviors. Focus on building lasting relati|StrtDt:10-03-26|TotHrs/mon:60|TrdHrs/mon:0|OBA-127150|OrgNmn:CS Float|Org Addr:Wheeling,Illinois,US|OBA Nature:Website description is a 3rd p|Invst Rel:N|Title:Just a buyer and seller when I wa|Duties:No Duites and Obligations. I hold an inventory that is worth about 10k. A hobby for most|StrtDt:02-02-26|TotHrs/mon:3|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-03
  • S66 Uniform Combined State Law Examination
    2026-06-03

View on SEC IAPD

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