Early McClintic & McMillan
42yrs
Top advisor by experience in Stafford
6yrs
Gi Lee has worked in the financial industry for 6 years and is a fiduciary financial advisor based in Stafford, Texas. After five years at Fidelity Personal and Workplace Advisors, Gi joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 19 advisors with offices in Stafford, and one of 19 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
OfficeStafford, TX
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 ?1 state
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
- 2020 – 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Gi Young
Stafford, TXOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Gi Young
Tailored to Gi Young’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 Gi Young
How do I contact Gi Young?
Call Strategic Advisers at (617) 563-7000 and ask for Gi Lee. Gi Young works from the Stafford, TX office.
How long has Gi Young been a financial advisor?
Gi Young has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Gi Young hold?
Series 66. Tap any license on this page to see what it allows.
Is Gi Young a fiduciary?
Gi Young is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Gi Young paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Gi Young 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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