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Brandon James Lee

Strategic Advisers LLC

Broomfield, CO

Thornton, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-08
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2026-06-08
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

281 E. Flatiron Crossing Dr, Broomfield, CO 80021-8055 • United States

Thornton, CO • 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 Tulsa OK 04/2022 Present
Ttcu Federal Credit Union Tulsa OK 11/2020 03/2022
Ttcu Federal Credit Union Tulsa OK 03/2018 11/2020
Ttcu Federal Credit Union Tulsa OK 03/2015 03/2018
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → Present
    Fidelity Investments
    Tulsa, OK
  • 11/2020 → 03/2022
    Ttcu Federal Credit Union
    Tulsa, OK
  • 03/2018 → 11/2020
    Ttcu Federal Credit Union
    Tulsa, OK
  • 03/2015 → 03/2018
    Ttcu Federal Credit Union
    Tulsa, OK
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-29 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Tulsa, OK
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-22
  • S66 Uniform Combined State Law Examination
    2023-02-22

View on SEC IAPD

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