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Carrie Lee

Strategic Advisers LLC

New York City, NY

Easton, PA

Easton, PA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

165 Broadway, New York City, NY 10006-1404 • United States

Easton, PA • United States

Easton, PA • 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
E*Trade Securities Llc New York NY 12/2014 08/2023
E*Trade Capital Management Llc New York NY 12/2014 08/2023
Morgan Stanley New York NY 03/2023 08/2023
Fidelity Investments New York City NY 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2014 → 08/2023
    E*Trade Securities Llc
    New York, NY
  • 12/2014 → 08/2023
    E*Trade Capital Management Llc
    New York, NY
  • 03/2023 → 08/2023
    Morgan Stanley
    New York, NY
  • 09/2023 → Present
    Fidelity Investments
    New York City, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York City, NY
  • 2015-07-29 → 2023-08-18
    Harrisdirect Llc
    New York, NY
    Arlington, VA
    New York, NY
    New York, NY
    New York, NY
  • 2010-12-07 → 2011-01-11
    Edward Jones
    St Louis, MO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-21
  • S66 Uniform Combined State Law Examination
    2015-07-21
Other Names
  • Carrie Lee
  • Carrie Jean Lee

View on SEC IAPD

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