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Lily H. Kim

Strategic Advisers LLC

Irvine, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Irvine, CA • 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
Homemaker Los Angeles CA 06/2015 10/2020
Fidelity Investments Brea CA 10/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 10/2020
    Homemaker
    Los Angeles, CA
  • 10/2020 → Present
    Fidelity Investments
    Brea, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Torrance, CA
Other Businesses

OBA-122586|OrgNmn:Santiago Hills Elementary School|Org Addr:Irvine,California,US|OBA Nature:Public elementary school|Invst Rel:N|Title:Financial Secretary|Duties:Works with all financial officers to handle PTA funds; Collects PTA funds and deposits funds; keeps records of all PTA funds collected, deposi|StrtDt:09-17-25|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-10
S63 Uniform Securities Agent State Law Examination 2021-02-23
  • S66 Uniform Combined State Law Examination
    2023-07-10
  • S63 Uniform Securities Agent State Law Examination
    2021-02-23
Other Names
  • A-Reum Han
  • Lily Han Kim
  • Lily Areum Han

View on SEC IAPD

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