Paulo C. Manalo

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

• 04/2013 → 08/2022
  Jp Morgan Securities Llc
  San Francisco, CA
• 09/2008 → 08/2022
  Jpmorgan Chase Bank
  San Francisco, CA
• 08/2022 → Present
  Fidelity Investments
  Burlingame, CA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-20 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Burlingame, CA
• 2020-07-10 → 2022-08-11
  J.P. Morgan Securities Llc
  San Francisco, CA
  Daly City, CA
  San Bruno, CA
  Daly City, CA
  Pacifica, CA

Exams

• S66 Uniform Combined State Law Examination
  2020-07-06
• S63 Uniform Securities Agent State Law Examination
  2013-07-03

Other Names

• Paulo Castillo Manalo
• Paulo C Manalo