Megan Danae 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
TX	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31

Branch Locations

Northlake, TX • United States

1540 East Southlake Blvd, Southlake, TX 76092-6421 • 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
Butcher Board	Mckinney	TX	06/2016	09/2016
University Of Oregon	Eugene	OR	06/2018	06/2021
Fidelity Investments	Westlake	TX	06/2020	08/2020
Fidelity Investments	Westlake	TX	07/2021	Present
Unemployed	Denton	TX	06/2021	07/2021
Mckinney High School	Mckinney	TX	06/2014	06/2018
Fidelity Investments	Boston	MA	03/2025	Present

06/2016 → 09/2016

Butcher Board

Mckinney, TX
06/2018 → 06/2021

University Of Oregon

Eugene, OR
06/2020 → 08/2020

Fidelity Investments

Westlake, TX
07/2021 → Present

Fidelity Investments

Westlake, TX
06/2021 → 07/2021

Unemployed

Denton, TX
06/2014 → 06/2018

Mckinney High School

Mckinney, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2021-11-30 → 2025-03-31

Fidelity Personal And Workplace Advisors

Westlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-11-23

S66 Uniform Combined State Law Examination

2021-11-23

Other Names

Megan Evans
Megan Danae Evans

View on SEC IAPD

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