CARRIE LEE is an investment adviser representative (IAR) with state registration records since 2010, 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 | 2023-10-04 | 2025-03-31 | — |
| HARRISDIRECT LLC | 2015-07-29 | 2023-08-18 | — |
| EDWARD D. JONES & CO., L.P. | 2010-12-07 | 2011-01-11 | — |