RICHARD LEE is an investment adviser representative (IAR) with state registration records since 2011, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-01-20 | 2025-03-31 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2011-04-21 | 2020-11-26 | — |
| TD AMERITRADE, INC. | 2011-04-12 | 2020-11-26 | — |