Paul Rich
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCJul 2026 to now
- Fidelity InvestmentsJun 2026 to now
- UnemployedMay 2026 to Jun 2026
- MerrillJun 2024 to May 2026
- UnemployedMay 2024 to Jun 2024
- Equitable AdvisorsAug 2023 to May 2024
- UnemployedJun 2023 to Aug 2023
- Santa Clara UniversityNov 2022 to Jun 2023
- Silicon Valley Medical DevelopmentJul 2022 to Nov 2022
- AutoboundJun 2022 to Jul 2022
- The Bay ClubNov 2021 to Jun 2022
- Santa Clara UniversitySep 2021 to Nov 2021
- The Bay ClubJun 2021 to Sep 2021
- Santa Clara UniversitySep 2019 to Jun 2021
- UnemployedJun 2019 to Sep 2019
- Saint Ignatius College PreparatorySep 2014 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7801528
- Firm CRD
- 104555