LILLIAN P. LEO is an investment adviser representative (IAR) with state registration records since 2015, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-10-26 | 2025-03-31 | — |
| TRANSAMERICA RETIREMENT ADVISORS, LLC | 2015-09-30 | 2021-03-30 | — |