Best Investors Account Sign in

Paul-Patrick Perseo

Strategic Advisers LLC

Greenwood Village, CO

Castle Rock, CO

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Castle Rock, CO • 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 Investments Merrimack NH 07/2014 07/2019
Fidelity Brokerage Services Llc Albuquerque NM 02/2016 07/2019
Fidelity Personal And Workplace Advisors Boston MA 07/2018 07/2019
Td Ameritrade Albuquerque NM 08/2019 12/2020
Fidelity Investments Greenwood Village CO 12/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2014 → 07/2019
    Fidelity Investments
    Merrimack, NH
  • 02/2016 → 07/2019
    Fidelity Brokerage Services Llc
    Albuquerque, NM
  • 07/2018 → 07/2019
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 08/2019 → 12/2020
    Td Ameritrade
    Albuquerque, NM
  • 12/2020 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-02-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Castle Rock, CO
  • 2019-08-12 → 2020-12-04
    Td Ameritrade, Inc.
    Albuquerque, NM
    Denver, CO
  • 2019-08-12 → 2020-12-04
    Td Ameritrade Investment Management, Llc
    Albuquerque, NM
    Denver, CO
  • 2018-07-13 → 2019-08-02
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2016-12-19 → 2018-07-13
    Strategic Advisers Llc
    Albuquerque, NM
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-05-02
  • S66 Uniform Combined State Law Examination
    2016-05-02
Other Names
  • Paul-Patrick Perseo
  • Paul Patrick Perseo
  • Paul-Patrick Patrick Perseo
  • Paul Patrick Perseo

View on SEC IAPD

Other Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC
MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
WESTERN WEALTH MANAGEMENT LLC
CONCURRENT INVESTMENT ADVISORS, LLC

Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor