Paul James Liffengren

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2000 → 01/2018
  Charles Schwab & Co.,Inc
  Lone Tree, CO
• 02/2005 → 01/2018
  Charles Schwab Bank
  Lone Tree, CO
• 04/2018 → 04/2021
  Td Ameritrade
  Greenwood Village, CO
• 04/2021 → Present
  Fidelity Investments
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-05-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2018-05-04 → 2021-01-11
  Td Ameritrade, Inc.
  Denver, CO
• 2018-05-04 → 2020-12-31
  Td Ameritrade Investment Management, Llc
  Greenwood Village, CO
  Denver, CO
• 2008-04-16 → 2018-01-17
  Charles Schwab & Co., Inc.
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Englewood, CO
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2005-03-11
• S63 Uniform Securities Agent State Law Examination
  2000-11-27

Other Names

• Paul J Liffengren
• Paul James Liffengren
• Paul Liffengren