Best Investors Account Sign in

Paula Hirsch

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

CRD 7394234

Claim This Profile
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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-05-01
  • FL RA
    APPROVED
    Since 2026-05-01

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Jacksonville FL 06/2021 Present
Instacart Jacksonville FL 04/2019 06/2021
Unemployed Jacksonville FL 04/2011 04/2019
  • 06/2021 → Present
    Fidelity Investments
    Jacksonville, FL
  • 04/2019 → 06/2021
    Instacart
    Jacksonville, FL
  • 04/2011 → 04/2019
    Unemployed
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-23
S63 Uniform Securities Agent State Law Examination 2022-02-22
  • S66 Uniform Combined State Law Examination
    2026-04-23
  • S63 Uniform Securities Agent State Law Examination
    2022-02-22
Other Names
  • Paula Scott Hirsch
  • Paula Hirsch

View on SEC IAPD

More in Jacksonville, FL

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor