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David M. Lee

Strategic Advisers LLC

Atlantic Beach, FL

Jacksonville, FL

CRD 6388598

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-07-08
TX RA APPROVED 2025-07-01
  • FL RA
    APPROVED
    Since 2025-07-08
  • TX RA
    APPROVED
    Since 2025-07-01

Branch Locations

Atlantic Beach, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
Robinson Aviation Oklahoma OK 10/2014 05/2018
Massey Services Jacksonville Beach Jacksonville FL 05/2018 01/2020
Unemployed Jacksonville FL 02/2018 05/2018
Lsi Jacksonville Jacksonville FL 01/2020 01/2022
Fidelity Investments Jacksonville FL 03/2022 Present
Unemployed Jacksonville FL 01/2022 03/2022
  • 10/2014 → 05/2018
    Robinson Aviation
    Oklahoma, OK
  • 05/2018 → 01/2020
    Massey Services Jacksonville Beach
    Jacksonville, FL
  • 02/2018 → 05/2018
    Unemployed
    Jacksonville, FL
  • 01/2020 → 01/2022
    Lsi Jacksonville
    Jacksonville, FL
  • 03/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 01/2022 → 03/2022
    Unemployed
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-10
  • S66 Uniform Combined State Law Examination
    2025-06-10
Other Names
  • David Lee
  • David Matsen Lee
  • David M Lee

View on SEC IAPD

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