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Paula Jeanne Gilovich

Strategic Advisers LLC

Chapel Hill, NC

Durham, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NC RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Chapel Hill, NC • United States

100 New Millennium Way, Durham, NC 27709-8204 • 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
Self-Employed Chapel Hill NC 11/2016 09/2021
Abc Carpet & Home New York NY 02/2011 11/2016
Fidelity Investments Chapel Hill NC 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2016 → 09/2021
    Self-Employed
    Chapel Hill, NC
  • 02/2011 → 11/2016
    Abc Carpet & Home
    New York, NY
  • 09/2021 → Present
    Fidelity Investments
    Chapel Hill, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-14
S63 Uniform Securities Agent State Law Examination 2022-04-18
  • S66 Uniform Combined State Law Examination
    2023-02-14
  • S63 Uniform Securities Agent State Law Examination
    2022-04-18

View on SEC IAPD

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