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Lee Hirsch Hyatt

Lee H. Hyatt

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CRD#: 1337705
Lee Hirsch Hyatt

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Lee Hirsch Hyatt, CFP®, who also goes by Lee Hirsch Hyatt, Leland Hirsch Hyatt, Lee Leland, was a registered financial professional .

Lee is a previously registered financial professional and started their career in finance in 1986. Lee had worked at 12 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 52 exams.

Biography

With the extensive resources of Fidelity, I partner with you to work towards your financial success. This is done through getting to know you, your situation and your goals to develop your personalized plan.
top-8-questions

Question & Answer

What are your service offerings?
Education Planning
Investment Planning
Estate Planning
Insurance Planning
Comprehensive Financial Planni...
Business Succession Planning
Divorce Planning
Retirement Planning
Are you a "fiduciary"?
No

Aliases

Lee Hirsch Hyatt | Leland Hirsch Hyatt | Lee Leland

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2001

Education

University of Minnesota - Carlson School

Bachelor of Business Administration - Finance and Marketing

1981

Experience

Past

March 31, 2025 - July 8, 2025

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MINNETONKA, MN
Past

July 13, 2018 - March 31, 2025

FIDELITY PERSONAL AND WORKPLACE ADVISORS

RIA
CRD#: 288590
MINNETONKA, MN
Past

November 11, 2013 - July 13, 2018

STRATEGIC ADVISERS LLC

RIA
CRD#: 104555
MINNETONKA, MN
Past

December 7, 2011 - July 8, 2025

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
MINNETONKA, MN
Past

January 13, 2011 - November 29, 2011

USA FINANCIAL SECURITIES LLC

RIA
CRD#: 103857
SAINT LOUIS PARK, MN
Past

December 14, 2006 - November 29, 2011

USA FINANCIAL SECURITIES LLC

BD
CRD#: 103857
SAINT LOUIS PARK, MN
Past

March 28, 2005 - December 20, 2006

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
ST. LOUIS PARK, MN
Past

May 7, 2004 - March 7, 2005

QUESTAR CAPITAL CORPORATION

BD
CRD#: 43100
MINNEAPOLIS, MN
Past

April 15, 2002 - May 12, 2004

ALLSTATE FINANCIAL SERVICES, LLC

BD
CRD#: 18272
LINCOLN, NE
Past

January 6, 2000 - April 16, 2002

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BOSTON, MA
Past

August 20, 1997 - January 5, 2000

MARQUETTE FINANCIAL GROUP, INC.

BD
CRD#: 345
MINNEAPOLIS, MN
Past

January 23, 1996 - August 20, 1997

CETERA INVESTMENT SERVICES LLC

BD
CRD#: 15340
ST. CLOUD, MN
Past

June 16, 1993 - October 17, 1994

DAIN RAUSCHER INCORPORATED

BD
CRD#: 7600
Past

July 13, 1989 - June 14, 1993

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100
MINNEAPOLIS, MN
Past

January 24, 1986 - May 20, 1987

WELLS FARGO BROKERAGE SERVICES, L.L.C.

BD
CRD#: 16100

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 12/3/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/21/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/15/1986
General Securities Representative Examination
General Industry/Product Exam
RR
Series 52
Date: 10/4/1984
Municipal Securities Representative Examination

Current Firm

SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM

CRD#: 104555 / SEC#: 801-13243

RIA
Registered Investment Advisory firm - (8/11/1977 Approved)
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Contact information

Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FIDELITY GO (12/5/2025)
FIDELITY STRATEGIC DISCIPLINES (11/10/2025)
FIDELITY WEALTH SERVICES (9/10/2025)
STRATEGIC ADVISERS LLC (9/10/2025)
FIDELITY MANAGED FIDFOLIOS (3/31/2025)
FIDELITY WEALTH ADVISOR SOLUTIONS (3/31/2025)
FIDELITY PERSONALIZED PLANNING & ADVICE AT WORK (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,486,631
AUM (Assets Under Management)$ 1,067,664,605,590

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/24/2025
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

STRATEGIC ADVISERS LLC

Vice President, Financial ConsultantCRD#: 104555

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Contact information

(xxx) xxx-xxxx
xxxxx@xxxx.xxx

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