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John Hsien Lee

Strategic Advisers LLC

Palo Alto, CA

Santa Clara, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
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

251 University Avenue, Palo Alto, CA 94301-1714 • United States

Santa Clara, 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
OrganizationCityStateFromTo
The Vanguard Group, Inc. Charlotte NC 01/2017 04/2022
Best Buy Greenville NC 07/2014 01/2018
Fidelity Investments Palo Alto CA 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 01/2017 → 04/2022
    The Vanguard Group, Inc.
    Charlotte, NC
  • 07/2014 → 01/2018
    Best Buy
    Greenville, NC
  • 05/2022 → Present
    Fidelity Investments
    Palo Alto, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-06 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palo Alto, CA
  • 2020-02-28 → 2022-05-02
    Vanguard Advisers, Inc.
    Charlotte, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-01-31
S63 Uniform Securities Agent State Law Examination 2017-02-22
  • S66 Uniform Combined State Law Examination
    2020-01-31
  • S63 Uniform Securities Agent State Law Examination
    2017-02-22
Designations
Other Names
  • John Lee

View on SEC IAPD

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