KAHEI LEE is an investment adviser representative (IAR) with state registration records since 2014, 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 | 2023-07-14 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2016-05-11 | 2023-06-16 | — |
| MSI FINANCIAL SERVICES, INC. | 2014-09-25 | 2016-05-04 | — |