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Bianca Lee

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

Jacksonville, FL • 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
Winn Dixie St. Augustine FL 09/2016 09/2017
Target Fleming Island FL 10/2017 04/2021
The Ymca Fleming Island FL 09/2017 10/2017
Bartram Trail High School Saint Johns FL 05/2012 05/2017
Fidelity Investments Jacksonville FL 05/2021 Present
Saint Johns River State College Orange Park FL 08/2017 05/2019
University Of North Florida Jacksonville FL 05/2019 04/2021
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 09/2017
    Winn Dixie
    St. Augustine, FL
  • 10/2017 → 04/2021
    Target
    Fleming Island, FL
  • 09/2017 → 10/2017
    The Ymca
    Fleming Island, FL
  • 05/2012 → 05/2017
    Bartram Trail High School
    Saint Johns, FL
  • 05/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 08/2017 → 05/2019
    Saint Johns River State College
    Orange Park, FL
  • 05/2019 → 04/2021
    University Of North Florida
    Jacksonville, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-03-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-16
S63 Uniform Securities Agent State Law Examination 2022-01-18
  • S66 Uniform Combined State Law Examination
    2024-02-16
  • S63 Uniform Securities Agent State Law Examination
    2022-01-18
Other Names
  • Bianca Ann Lee
  • Bianca Lee

View on SEC IAPD

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Adam Kyle Dorman
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Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

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