Angena C. Lee
STRATEGIC ADVISERS LLC | Financial Consultant
TEANECK, NJ
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CRD#: 6763571
Professional summary
Angena Cashmall Lee, who also goes by Angena C Henry, Angena Cashmall Henry, Angena Henry, Angena Cashmall Thomas, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Teaneck, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.
Angena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Angena has worked at 6 firms and has passed the Series 66, Series 6TO, SIE and Series 7 exams.
Biography
My clients receive personalized attention based on their specific financial situation, which changes from time to time. I do everything I can to stay up to date with their milestones so that we can keep their plans in place, or make changes where necessary. Whenever possible I immerse myself into new groups or organizations where I can contribute my time and resources, while making new connections that allow me to grow my network and ultimately my client base
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Angena C Henry | Angena Cashmall Henry | Angena Henry | Angena Cashmall Thomas
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.
OBA-119493|OrgNmn:Dryva USA INC|Org Addr:TEANECK,New Jersey,US|OBA Nature:Logistics|Invst Rel:N|Title:Partner|Duties:None |StrtDt:03-04-25|TotHrs/mon:0.01|TrdHrs/mon:0.01|OBA-64050|OrgNmn:Cashmall Realty LLC|Org Addr:Miami,Florida,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Officer|Duties:manage property|StrtDt:10-25-21|TotHrs/mon:2|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Angena Cashmall Lee's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
Keiser University
Bachelor of Business Administration - Marketing
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 330 Park Ave S, New York, NY 10010-3643RIA
CRD#: 104555
TEANECK, NJ
Current
November 30, 2021 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 330 Park Ave S, New York, NY 10010-3643BD
CRD#: 7784
New York, NY
Past
December 22, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MIAMI, FL
Past
November 3, 2020 - October 22, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
MIAMI, FL
Past
March 2, 2020 - October 22, 2021
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
MIAMI, FL
Past
December 19, 2018 - January 30, 2020
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
FT. LAUDERDALE, FL
Past
June 20, 2018 - December 12, 2018
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
West Palm Beach, FL
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.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(8/11/2022)
RR
Colorado(11/9/2022)
RR
Connecticut(11/30/2021)
RR
District of Columbia(3/25/2023)
RR
Florida(11/30/2021)
IAR
Florida(3/31/2025)
RR
Georgia(11/30/2021)
RR
Illinois(7/21/2023)
RR
Indiana(1/4/2025)
RR
Maryland(3/25/2023)
RR
Massachusetts(11/30/2021)
RR
Michigan(10/5/2022)
RR
Minnesota(12/20/2022)
RR
New Jersey(11/30/2021)
IAR
New Jersey(3/31/2025)
RR
New York(11/30/2021)
IAR
New York(3/31/2025)
RR
North Carolina(6/15/2022)
RR
Oklahoma(3/2/2024)
RR
Pennsylvania(11/30/2021)
RR
Rhode Island(1/4/2025)
RR
Texas(11/30/2021)
IAR
Texas(3/31/2025)
RR
Utah(11/9/2022)
RR
Vermont(3/4/2022)
RR
Virginia(6/15/2022)
RR
Washington(8/11/2022)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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.
