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Carson Lee

Strategic Advisers LLC

Minnetonka, MN

Carver, MN

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-04
MN RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2026-02-04
  • MN RA
    APPROVED
    Since 2025-03-31

Branch Locations

11450 Wayzata Blvd, Minnetonka, MN 55305-2013 • United States

Carver, MN • 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
The Berg Group, Llc Chaska MN 06/2022 08/2023
Chanhassen High School Chanhassen MN 09/2014 09/2018
Waterfront Solutions Llc Carver MN 01/2022 06/2022
Waterfront Solutions Carver MN 05/2015 10/2022
Minnesota State University Mankato Mankato MN 08/2018 06/2022
Heartland Retirement Group Bloomington MN 08/2023 03/2024
Northwestern Mutual Mendota Heights MN 04/2021 01/2022
Fidelity Investments Minnetonka MN 03/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2022 → 08/2023
    The Berg Group, Llc
    Chaska, MN
  • 09/2014 → 09/2018
    Chanhassen High School
    Chanhassen, MN
  • 01/2022 → 06/2022
    Waterfront Solutions Llc
    Carver, MN
  • 05/2015 → 10/2022
    Waterfront Solutions
    Carver, MN
  • 08/2018 → 06/2022
    Minnesota State University Mankato
    Mankato, MN
  • 08/2023 → 03/2024
    Heartland Retirement Group
    Bloomington, MN
  • 04/2021 → 01/2022
    Northwestern Mutual
    Mendota Heights, MN
  • 03/2024 → Present
    Fidelity Investments
    Minnetonka, MN
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-27 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Minnetonka, MN
    Carver, MN
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-05
  • S66 Uniform Combined State Law Examination
    2024-08-05
Other Names
  • Carson Alan Lee

View on SEC IAPD

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AMERIPRISE FINANCIAL SERVICES, LLC
CRESSET ASSET MANAGEMENT, LLC
CAPTRUST
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
ORGEL WEALTH MANAGEMENT, LLC
PINE RIVER CAPITAL MANAGEMENT L.P.
DGV SOLUTIONS LP

Other Investors

MATTHEW DAVID OSENDORF
JEANNINE LOUISE STRAND MARQUEZ
RACHAEL MICHELLE PERAZA
GRANT RONALD FJOSNE
Sean M McCullough
David Douglas Roderick
GINGER RAE EWING
MICAH CHARLES BENWAY

Other Offices

MERCED CAPITAL, L.P. · MINNETONKA, MN
AMERIPRISE FINANCIAL SERVICES, LLC · Minnetonka, MN
CRESSET ASSET MANAGEMENT, LLC · MINNETONKA, MN
CAPTRUST · Minnetonka, MN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · MINNETONKA, MN
CRESSET ASSET MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN
ORGEL WEALTH MANAGEMENT, LLC · Minnetonka, MN

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