Paul Hagen
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Ashland Town FcMay 2023 to Jul 2023
- Deleon & Stang Cpas & AdvisorsDec 2022 to Apr 2023
- Xl Sports WorldDec 2021 to Jul 2023
- Full Time StudentJul 2021 to Sep 2021
- Richmond KickersJun 2021 to Jul 2021
- Hood CollegeAug 2019 to May 2023
- Full Time StudentJul 2018 to Jun 2021
- Go Car Wash (formerly Rio Car Wash)Feb 2018 to Jul 2018
- Full Time StudentJul 2013 to Feb 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, VA).
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
- 7774285
- Firm CRD
- 104555