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Kyoungmin Lee

Strategic Advisers LLC

Hurst, TX

Westlake, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Hurst, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • 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
American National Insurance Fort Worth TX 09/2021 06/2022
Northwood Church Keller TX 05/2021 08/2021
Target Fort Worth TX 12/2020 05/2021
Here Asian Cuisine Roanoke TN 04/2019 03/2020
Best Western Roanoke TX 06/2017 09/2017
Unemployed Keller TX 03/2020 12/2020
Full-Time Education Denton TX 09/2017 04/2019
Here Asian Cuisine Roanoke TX 10/2016 09/2017
Kroger Fort Worth TX 07/2015 09/2016
Fidelity Keller TX 07/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2021 → 06/2022
    American National Insurance
    Fort Worth, TX
  • 05/2021 → 08/2021
    Northwood Church
    Keller, TX
  • 12/2020 → 05/2021
    Target
    Fort Worth, TX
  • 04/2019 → 03/2020
    Here Asian Cuisine
    Roanoke, TN
  • 06/2017 → 09/2017
    Best Western
    Roanoke, TX
  • 03/2020 → 12/2020
    Unemployed
    Keller, TX
  • 09/2017 → 04/2019
    Full-Time Education
    Denton, TX
  • 10/2016 → 09/2017
    Here Asian Cuisine
    Roanoke, TX
  • 07/2015 → 09/2016
    Kroger
    Fort Worth, TX
  • 07/2022 → Present
    Fidelity
    Keller, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-03-15 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Other Businesses

OBA-89859|OrgNmn:Arkadia Music Group|Org Addr:Keller,Texas,US|OBA Nature:Music Studio|Invst Rel:N|Title:Independent Contractor|Duties:Teaching music on site or online|StrtDt:06-14-21|TotHrs/mon:4|TrdHrs/mon:0|OBA-116392|OrgNmn:32 Generation Records|Org Addr:Hurst,Texas,US|OBA Nature:Music Studio|Invst Rel:N|Title:Sole Proprietor|Duties:Recording music, posting music, posting videos|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|OBA-111959|OrgNmn:DeSonro|Org Addr:Keller,Texas,US|OBA Nature:Family buisiness handmade prod|Invst Rel:N|Title:N/A|Duties:None.|StrtDt:07-27-24|TotHrs/mon:0.01|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-03-03
  • S66 Uniform Combined State Law Examination
    2023-03-03
Other Names
  • Kyoungmin Lee
  • Lee Kyoungmin

View on SEC IAPD

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