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Paul Covelski

Strategic Advisers LLC

Clearwater, FL

Clearwater, FL

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Clearwater, FL • United States

28100 Us Hwy 19 N Ste 101, Clearwater, FL 33761-2657 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Brokerage Services Llc Jacksonville FL 06/2007 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2007 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Clearwater, FL
    Clearwater, FL
  • 2010-03-22 → 2018-07-13
    Strategic Advisers Llc
    Clearwater, FL
    Ft. Lauderdale, FL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2004-08-27
  • S63 Uniform Securities Agent State Law Examination
    2004-08-27
Designations
Other Names
  • Paul C Covelski
  • Paul Christopher Covelski

View on SEC IAPD

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