Lydia Eugenie Wan Yi Lee

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2021 → 12/2021
  California State University Northridge
  Northridge, CA
• 03/2022 → 05/2022
  The University Corporation (Tuc), California State University No
  Northridge, CA
• 06/2019 → 07/2019
  Kenanga Investment Bank Berhad
  Kuching
• 01/2019 → 12/2021
  California State University Northridge
  Northridge, CA
• 08/2016 → 12/2018
  Taylor's University
  Subang Jaya
• 04/2022 → Present
  Fidelity Investments
  Woodland Hills, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Woodland Hills, CA

Exams

• S66 Uniform Combined State Law Examination
  2023-12-21
• S63 Uniform Securities Agent State Law Examination
  2023-03-24