Best Investors Account Sign in

Karen Lee

Strategic Advisers LLC

Bellevue, WA

Redmond, WA

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

10500 Ne 8Th Street Bellevue Place Ste 100, Bellevue, WA 98004-4303 • United States

Redmond, WA • 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
Edward Jones St Louis MO 06/2017 11/2019
Unemployed Helsinki 05/2015 05/2017
Fidelity Brokerage Services Llc Bellevue WA 11/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 11/2019
    Edward Jones
    St Louis, MO
  • 05/2015 → 05/2017
    Unemployed
    Helsinki
  • 11/2019 → Present
    Fidelity Brokerage Services Llc
    Bellevue, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-11-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Bellevue, WA
  • 2017-08-31 → 2019-11-08
    Edward Jones
    Redmond, WA
    St Louis, MO
    Redmond, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-05
  • S66 Uniform Combined State Law Examination
    2017-08-05
Designations

View on SEC IAPD

Other Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
SCS
STEWARD CAPITAL LLC.
GALLAGHER FIDUCIARY ADVISORS, LLC
LPL FINANCIAL LLC
LIDO
FOCUS PARTNERS WEALTH, LLC

Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

More in Bellevue, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor