Paul F Bolles

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2025-03-31
NH	RA	APPROVED	2025-03-31
NY	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31
VT	RA	APPROVED	2025-03-31

MA RA
APPROVED

Since 2025-03-31
NH RA
APPROVED

Since 2025-03-31
NY RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31
VT RA
APPROVED

Since 2025-03-31

Branch Locations

Merrimack, NH • 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

Organization	City	State	From	To
Fidelity Brokerage Services Llc	Marlborough	MA	06/2005	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2005 → Present

Fidelity Brokerage Services Llc

Marlborough, MA
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Smithfield, RI

Merrimack, NH
2009-12-18 → 2018-07-13

Strategic Advisers Llc

Merrimack, NH

Cary, NC

Merrimack, NH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-12-17
S63	Uniform Securities Agent State Law Examination	2005-10-14

S66 Uniform Combined State Law Examination

2009-12-17
S63 Uniform Securities Agent State Law Examination

2005-10-14

Other Names

Paul F Bolles
Paul Fitzpatrick Bolles

View on SEC IAPD

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