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Daisy M Paulsen

Strategic Advisers LLC

San Francisco, CA

San Francisco, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

44 Montgomery St Ste 2350, San Francisco, CA 94104-4710 • United States

San Francisco, CA • 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 San Francisco CA 04/2022 Present
California State University, Chico Chico CA 08/2021 04/2022
Northwestern Mutual San Francisco CA 01/2021 07/2021
Mercy High School, Burlingame Burlingame CA 06/2018 08/2018
City Of Pacifica Pacifica CA 06/2016 01/2022
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → Present
    Fidelity Investments
    San Francisco, CA
  • 08/2021 → 04/2022
    California State University, Chico
    Chico, CA
  • 01/2021 → 07/2021
    Northwestern Mutual
    San Francisco, CA
  • 06/2018 → 08/2018
    Mercy High School, Burlingame
    Burlingame, CA
  • 06/2016 → 01/2022
    City Of Pacifica
    Pacifica, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-09-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-08-29
S63 Uniform Securities Agent State Law Examination 2022-12-16
  • S65 Uniform Investment Adviser Law Examination
    2023-08-29
  • S63 Uniform Securities Agent State Law Examination
    2022-12-16
Other Names
  • Daisy Michelle Paulsen

View on SEC IAPD

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Other Investors

TIMOTHY TODD MCDOWELL
JOHN HUGH MCDEVITT
JOSEPH WADE PITTS
MARK ALLAN ANDERSON
RALPH MELVILLE DRYBROUGH
PAUL ROBERT TOUCHSTONE
Jacob David Mahoney
ROBIN TICKNOR BRINCKERHOFF

Other Offices

FORT POINT CAPITAL PARTNERS LLC · SAN FRANCISCO, CA
DIVISAR CAPITAL MANAGEMENT, LLC · SAN FRANCISCO, CA
CHARLES SCHWAB & CO., INC. · San Francisco, CA
1SHARPE CAPITAL LLC · SAN FRANCISCO, CA
RBC SECURITIES, INC · SAN FRANCISCO, CA
STRATEGIC ADVISERS LLC · SAN FRANCISCO, CA
VALEAS CAPITAL PARTNERS · SAN FRANCISCO, CA
ZENTARA EXCHANGE LTD · SAN FRANCISCO, CA

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