Moses Lee

Strategic Advisers LLC

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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	2025-09-02
TX	RA	APPROVED	2025-09-02

CA RA
APPROVED

Since 2025-09-02
TX RA
APPROVED

Since 2025-09-02

Branch Locations

Fullerton, 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
Sunny Hills Highschool	Fullerton	CA	01/2013	06/2018
Ono Hawaiian Bbq	Fullerton	CA	06/2018	02/2019
Tous Les Jours Bakery Usa	Fullerton	CA	03/2018	01/2019
Fullerton College	Fullerton	CA	09/2018	06/2020
Uc San Diego	La Jolla	CA	05/2020	01/2023
Unemployed	Fullerton	CA	01/2023	06/2023
New York Life Insurance	Brea	CA	06/2023	04/2024
Nylife Securities Llc	Brea	CA	08/2023	04/2024
Fidelity Investments	Los Angeles	CA	05/2024	Present

01/2013 → 06/2018

Sunny Hills Highschool

Fullerton, CA
06/2018 → 02/2019

Ono Hawaiian Bbq

Fullerton, CA
03/2018 → 01/2019

Tous Les Jours Bakery Usa

Fullerton, CA
09/2018 → 06/2020

Fullerton College

Fullerton, CA
05/2020 → 01/2023

Uc San Diego

La Jolla, CA
01/2023 → 06/2023

Unemployed

Fullerton, CA
06/2023 → 04/2024

New York Life Insurance

Brea, CA
08/2023 → 04/2024

Nylife Securities Llc

Brea, CA
05/2024 → Present

Fidelity Investments

Los Angeles, CA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-08-29
S63	Uniform Securities Agent State Law Examination	2023-09-16

S65 Uniform Investment Adviser Law Examination

2025-08-29
S63 Uniform Securities Agent State Law Examination

2023-09-16

Other Names

Moses Jaehyun Lee
Moses Lee

View on SEC IAPD

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