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Paul Schulman

Strategic Advisers LLC

New York, NY

New York, NY

Staten Island, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States

Staten Island, NY • 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
Charles Schwab & Co., Inc. New York NY 08/2015 04/2022
Charles Schwab Bank New York NY 08/2015 04/2022
Fidelity Investments New York NY 05/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 04/2022
    Charles Schwab & Co., Inc.
    New York, NY
  • 08/2015 → 04/2022
    Charles Schwab Bank
    New York, NY
  • 05/2022 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-06-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
  • 2015-10-28 → 2022-05-04
    Charles Schwab & Co., Inc.
    New York City, NY
    New York City, NY
    New York City, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-28
S63 Uniform Securities Agent State Law Examination 2012-08-17
  • S66 Uniform Combined State Law Examination
    2015-10-28
  • S63 Uniform Securities Agent State Law Examination
    2012-08-17
Designations
Other Names
  • Paul George Schulman
  • Paul Schulman

View on SEC IAPD

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P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
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