Paul Clark
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2023 to now
- UnemployedFeb 2023 to May 2023
- Sunlight FinancialNov 2021 to Feb 2023
- Carmel Country ClubMay 2021 to Aug 2021
- TeslaJan 2021 to Nov 2021
- Plum Direct MarketingOct 2020 to Dec 2020
- UnemployedSep 2019 to Oct 2020
- Power Home RemodelingMay 2019 to Sep 2019
- Meridian TechnologiesJan 2019 to May 2019
- Apex SystemsJan 2019 to Jan 2019
- North American Senior BenefitsMay 2018 to Jan 2019
- Red VenturesJan 2016 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7750129
- Firm CRD
- 104555