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Lee Richlin

Strategic Advisers LLC

San Francisco, CA

Palo Alto, 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

San Francisco, CA • United States

251 University Avenue, Palo Alto, CA 94301-1714 • 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 King Of Prussia PA 06/2014 07/2017
The Vanguard Group, Inc. Malvern PA 07/2017 12/2019
Piaa Mechanicsburg PA 06/2014 11/2018
Fidelity Brokerage Services Llc Palo Alto CA 12/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 07/2017
    Fidelity Investments
    King Of Prussia, PA
  • 07/2017 → 12/2019
    The Vanguard Group, Inc.
    Malvern, PA
  • 06/2014 → 11/2018
    Piaa
    Mechanicsburg, PA
  • 12/2019 → Present
    Fidelity Brokerage Services Llc
    Palo Alto, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-12-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palo Alto, CA
  • 2015-10-27 → 2017-07-28
    Strategic Advisers Llc
    King Of Prussia, PA
Other Businesses

OBA-120725|OrgNmn:RMH Properties LKR, LLC|Org Addr:Bensalem,Pennsylvan,US|OBA Nature:LLC for holding residential re|Invst Rel:Y|Title:Partner|Duties:Coordinating with tenants and maintenance workers|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-14
S63 Uniform Securities Agent State Law Examination 2014-09-09
  • S66 Uniform Combined State Law Examination
    2015-10-14
  • S63 Uniform Securities Agent State Law Examination
    2014-09-09
Designations
Other Names
  • Lee Benjamin Richlin
  • Lee Richlin

View on SEC IAPD

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