Derrick Lee

Strategic Advisers LLC

San Francisco, CA

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
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

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

Organization	City	State	From	To
Taylor's University	Subang Jaya		08/2015	06/2019
Uniqlo Llc	San Francisco	CA	06/2019	02/2020
Allied Universal	San Francisco	CA	02/2020	08/2023
Equitable Advisors, Llc	New York	NY	06/2022	08/2023
Fidelity Investments, Llc	Westlake	TX	08/2023	Present
Fidelity Investments	Boston	MA	03/2025	Present

08/2015 → 06/2019

Taylor's University

Subang Jaya
06/2019 → 02/2020

Uniqlo Llc

San Francisco, CA
02/2020 → 08/2023

Allied Universal

San Francisco, CA
06/2022 → 08/2023

Equitable Advisors, Llc

New York, NY
08/2023 → Present

Fidelity Investments, Llc

Westlake, TX
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-09-08 → 2025-03-31

Fidelity Personal And Workplace Advisors

San Francisco, CA
2023-02-03 → 2023-08-07

Equitable Advisors, Llc

San Francisco, CA

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-01-30
S63	Uniform Securities Agent State Law Examination	2022-11-01

S66 Uniform Combined State Law Examination

2023-01-30
S63 Uniform Securities Agent State Law Examination

2022-11-01

Other Names

Derrick Lee
Derrick Chun-Keat Lee

View on SEC IAPD

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