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Eunjung Lee

Strategic Advisers LLC

Clifton Heights, PA

Villanova, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Clifton Heights, PA • United States

797 East Lancaster Ave Suite 100, Villanova, PA 19085-1532 • 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
W&S Brokerage Services Cincinnati OH 08/2021 08/2022
Western & Southern Life Wayne PA 06/2021 08/2022
New Perspective Canine Philadelphia PA 11/2016 11/2021
Frankford Hardware Philadelphia PA 03/2012 06/2021
Fidelity Investments King Of Prussia PA 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → 08/2022
    W&S Brokerage Services
    Cincinnati, OH
  • 06/2021 → 08/2022
    Western & Southern Life
    Wayne, PA
  • 11/2016 → 11/2021
    New Perspective Canine
    Philadelphia, PA
  • 03/2012 → 06/2021
    Frankford Hardware
    Philadelphia, PA
  • 08/2022 → Present
    Fidelity Investments
    King Of Prussia, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-06-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Clifton Heights, PA
    Villanova, PA
Other Businesses

OBA-91369|OrgNmn:New Perspective Canine|Org Addr:Clifton He,Pennsylvan,US|OBA Nature:Dog training services|Invst Rel:N|Title:owner/trainer|Duties:Duties include : schedule training sessions; provide behavior consultation; carry out training sessions ( all of which occurs outside of work |StrtDt:10-03-16|TotHrs/mon:6|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-20
S63 Uniform Securities Agent State Law Examination 2021-11-18
  • S66 Uniform Combined State Law Examination
    2024-06-20
  • S63 Uniform Securities Agent State Law Examination
    2021-11-18
Other Names
  • Ej Lee

View on SEC IAPD

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