Lee E. Ballinger
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsAug 2020 to now
- Equitable Advisors, LLCFeb 2020 to Aug 2020
- AXA Advisors, LLCFeb 2020 to Jun 2020
- The Huntington Investment CompanyMar 2019 to Feb 2020
- The Huntington National BankNov 2018 to Feb 2020
- JP Morgan ChaseNov 2017 to Nov 2018
- JPMorgan Securities LLCNov 2017 to Nov 2018
- Ftj Fundchoice LLCFeb 2014 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 63 · Uniform Securities Agent State Law2018
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 2 states (KY, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2752543
- Firm CRD
- 104555