Moses Lee
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
13 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsMay 2024 to now
- Nylife Securities LLCAug 2023 to Apr 2024
- New York Life InsuranceJun 2023 to Apr 2024
- UnemployedJan 2023 to Jun 2023
- Uc San DiegoMay 2020 to Jan 2023
- Fullerton CollegeSep 2018 to Jun 2020
- Ono Hawaiian BbqJun 2018 to Feb 2019
- Tous Les Jours Bakery USAMar 2018 to Jan 2019
- Sunny Hills HighschoolJan 2013 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7739272
- Firm CRD
- 104555