Ronald Nicolas Paolo
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
3 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 LLCMay 2026 to now
- Fidelity InvestmentsJun 2023 to now
- UnemploymentMay 2023 to Jun 2023
- Northeast Metropolitan Regional Vocational High SchoolJun 2022 to May 2023
- Merrimack CollegeJan 2022 to Sep 2022
- Vector MarketingDec 2021 to Jan 2022
- Merrimack College Academic Success CenterSep 2021 to May 2022
- UnemploymentMar 2020 to Dec 2021
- A. Cogliano Realty Services IncJul 2019 to Mar 2020
- UnemploymentJun 2019 to Jul 2019
- Extra InningsMar 2018 to Jun 2019
- UnemploymentOct 2017 to Mar 2018
- Socs Ice CreamSep 2016 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7984877
- Firm CRD
- 104555