Paul Decongilio

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

• 06/2016 → 12/2016
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greensboro, NC
• 12/2016 → 03/2017
  Bank Of America, N.A.
  Greensboro, NC
• 04/2017 → 12/2021
  Wells Fargo Clearing Services, Llc
  Winston-Salem, NC
• 01/2022 → 01/2023
  Unemployed
  Madison, NC
• 01/2023 → Present
  Fidelity Investments
  Durham, NC
• 01/2022 → 01/2023
  Uber
  Greensboro, NC
• 01/2022 → 01/2023
  Lyft
  Greensboro, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-02-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC
• 2017-04-10 → 2022-01-10
  Wells Fargo Clearing Services, Llc
  Winston Salem, NC
  Raleigh, NC
• 2016-10-19 → 2017-04-03
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Greensboro, NC

Other Businesses

OBA-131916|OrgNmn:Spookywoods|Org Addr:Archdale,North Caro,US|OBA Nature:Seasonal entertainment busines|Invst Rel:N|Title:Employee|Duties:Duties include portraying a character in themed scenes to create an immersive guest experience. I perform in costume, follow safety and perfor|StrtDt:08-22-26|TotHrs/mon:25|TrdHrs/mon:0|OBA-95861|OrgNmn:Uber|Org Addr:Greensboro,North Caro,US|OBA Nature:Rideshare |Invst Rel:N|Title:Independent Contractor|Duties:Driving passengers to their destination.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-95859|OrgNmn:Lyft|Org Addr:Greensboro,North Caro,US|OBA Nature:Driver for rideshare platform|Invst Rel:N|Title:Independent Contractor|Duties:Driving passengers to their destination|StrtDt:|TotHrs/mon:20|TrdHrs/mon:0|OBA-125187|OrgNmn:Doordash|Org Addr:Madison,North Caro,US|OBA Nature:Food Delivery Service|Invst Rel:N|Title:Independent Contractor|Duties:Pick up and deliver food to customers as requested.|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2016-10-18

Other Names

• Paul V Decongilio
• Paul Decongilio