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Paola Nunez-Torres

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

8 Montgomery St, San Francisco, CA 94104-4625 • 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
Versace San Jose CA 06/2015 05/2017
Sfo San Francisco CA 06/2017 09/2017
Audi Palo Alto CA 09/2017 08/2019
Fidelity Investments San Francisco CA 09/2019 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 05/2017
    Versace
    San Jose, CA
  • 06/2017 → 09/2017
    Sfo
    San Francisco, CA
  • 09/2017 → 08/2019
    Audi
    Palo Alto, CA
  • 09/2019 → Present
    Fidelity Investments
    San Francisco, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-08-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-30
S63 Uniform Securities Agent State Law Examination 2020-02-18
  • S65 Uniform Investment Adviser Law Examination
    2020-06-30
  • S63 Uniform Securities Agent State Law Examination
    2020-02-18

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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