Kingswood Wealth Advisors
41yrs
Top advisor by experience in Campbell
16yrs
Patrick Lee
Financial advisor at Strategic Advisers
Patrick Lee is a fiduciary financial advisor in Campbell, California, with 16 years in the industry. After seven years at Fidelity Personal and Workplace Advisors and four years at Bancwest Investment Services, Patrick joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 153 advisors with offices in Campbell, and one of 131 fiduciaries.
At a glance
Experience16 years (since 2011)
How that compares ?Top 23% by experience at Strategic Advisers
Office851 East Hamilton Ave Suite 100, Campbell, CA 95008
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- Oct 2017 – Jul 2018Strategic Advisers LLCPreviously
- 2013 – 2017Bancwest Investment Services, Inc.Previously
- 2011 – 2013MerrillPreviously
Contact Patrick
(617) 563-7000Firm headquarters in Boston, MA. Ask for Patrick. 851 East Hamilton Ave Suite 100Campbell, CA 95008Office · Get directions
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Strategic Advisers at (617) 563-7000 and ask for Patrick Lee. Patrick works from the Campbell, CA office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2011, about 16 years. Top 23% by experience at Strategic Advisers.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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