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Sarah Lee

Strategic Advisers LLC

Emeryville, CA

Walnut Creek, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-18
CA RA APPROVED 2025-10-13
  • TX RA
    APPROVED
    Since 2026-05-18
  • CA RA
    APPROVED
    Since 2025-10-13

Branch Locations

Emeryville, CA • United States

2001 North Main Street Three Ygnacio Center, Ste 100, Walnut Creek, CA 94596-7235 • 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
Fidelity Investments Walnut Creek CA 05/2025 Present
Unemployed Emeryville CA 05/2022 11/2022
Unemployed El Cerrito CA 12/2024 04/2025
Allbirds Livermore CA 08/2024 12/2024
Urban Outfitters Walnut Creek CA 09/2024 12/2024
Self Employed Berkeley CA 09/2018 06/2019
Unemployed Emeryville CA 11/2022 04/2023
Lawrence Berkeley Laboratory Berkeley CA 09/2016 11/2018
Chick-Fil-A Emeryville Emeryville CA 05/2023 03/2024
University Of California, Berkeley Berkeley CA 08/2016 12/2016
Unemployed El Cerrito CA 03/2024 08/2024
Unemployed Emeryville CA 12/2020 04/2022
University Of California, Sf San Francisco CA 06/2019 12/2020
  • 05/2025 → Present
    Fidelity Investments
    Walnut Creek, CA
  • 05/2022 → 11/2022
    Unemployed
    Emeryville, CA
  • 12/2024 → 04/2025
    Unemployed
    El Cerrito, CA
  • 08/2024 → 12/2024
    Allbirds
    Livermore, CA
  • 09/2024 → 12/2024
    Urban Outfitters
    Walnut Creek, CA
  • 09/2018 → 06/2019
    Self Employed
    Berkeley, CA
  • 11/2022 → 04/2023
    Unemployed
    Emeryville, CA
  • 09/2016 → 11/2018
    Lawrence Berkeley Laboratory
    Berkeley, CA
  • 05/2023 → 03/2024
    Chick-Fil-A Emeryville
    Emeryville, CA
  • 08/2016 → 12/2016
    University Of California, Berkeley
    Berkeley, CA
  • 03/2024 → 08/2024
    Unemployed
    El Cerrito, CA
  • 12/2020 → 04/2022
    Unemployed
    Emeryville, CA
  • 06/2019 → 12/2020
    University Of California, Sf
    San Francisco, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-25
  • S66 Uniform Combined State Law Examination
    2025-09-25
Other Names
  • Sarah Lee
  • Sarah Jianjune Lee

View on SEC IAPD

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