DONNA LEE is an investment adviser representative (IAR) with state registration records since 2008, appearing at 5 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2016-10-28 | 2018-07-13 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-11-19 | 2016-10-03 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2011-06-28 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2009-04-15 | 2009-06-01 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2008-12-08 | 2009-02-17 | — |