Paul W Friese

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

• 09/2017 → 07/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Waldorf, MD
• 09/2017 → 07/2022
  Bank Of America, N.A.
  Waldorf, MD
• 02/2015 → 09/2017
  Wireless Advocates
  Brandywine, MD
• 01/2013 → 12/2017
  University Of Maryland University College
  Adelphi, MD
• 09/2022 → Present
  Fidelity Investments
  Waldorf, MD
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Waldorf, MD
• 2019-08-06 → 2022-08-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dunkirk, MD
  New York, NY
  Waldorf, MD
  Dunkirk, MD
  Columbia, MD

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2019-07-30

Other Names

• Paul W Friese
• Paul Friese
• Paul Wesley Friese
• Paul Wesley Friese