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Edward Patrick Yee

Strategic Advisers LLC

Smithfield, RI

Weymouth, MA

CRD 7526599

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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
RI RA APPROVED 2025-04-04
MA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2025-04-04
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Weymouth, MA • 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
Granite Telecommunications, Llc. Quincy MA 03/2016 03/2022
New England Huskies Baseball Norwell MA 08/2021 03/2022
South Shore Sports Center Hingham MA 10/2018 04/2019
South Shore Sports Center Hingham MA 10/2015 04/2017
Fidelity Investments Merrimack NH 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 03/2016 → 03/2022
    Granite Telecommunications, Llc.
    Quincy, MA
  • 08/2021 → 03/2022
    New England Huskies Baseball
    Norwell, MA
  • 10/2018 → 04/2019
    South Shore Sports Center
    Hingham, MA
  • 10/2015 → 04/2017
    South Shore Sports Center
    Hingham, MA
  • 03/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-08-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Other Businesses

OBA-67328|OrgNmn:New England Huskies|Org Addr:Norwell,Massachuse,US|OBA Nature:AAU Baseball Program and Train|Invst Rel:N|Title:Employee|Duties:Coaching a specfiic age group's team as well as giving private lessons/instructions|StrtDt:08-17-21|TotHrs/mon:32|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-22
  • S66 Uniform Combined State Law Examination
    2022-07-22
Other Names
  • Patrick Yee

View on SEC IAPD

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