Paul T Economou
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$1.4TFirm assets
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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 LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- Workplace Planning AssociateSep 2024 to now
- Clarke Cooke HouseJul 2023 to Sep 2024
- T3 Trading Group, LLCNov 2022 to Jul 2023
- City of Fish MarketAug 2021 to Nov 2022
- IndependentDec 2019 to Aug 2024
- Infinex Investments, Inc.Feb 2017 to Dec 2019
- Calton & Associates, Inc.Jan 2013 to Feb 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 3 states (CT, RI, 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
- 2947683
- Firm CRD
- 104555