PATRICK 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 | 2018-07-13 | 2025-03-31 | — |
| STRATEGIC ADVISERS LLC | 2017-10-27 | 2018-07-13 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2013-11-14 | 2017-10-16 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-02-14 | 2013-11-06 | — |