Paul Robert Merlino

Strategic Advisers LLC

West Warwick, RI

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
RI	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

RI RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

West Warwick, RI • 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 Investments	Smithfield	RI	01/2022	Present
University Of Rhode Island	Kingston	RI	09/2018	01/2022
Barrington High School	Barrington	RI	01/2014	09/2018
Fidelity Investments	Boston	MA	03/2025	Present

01/2022 → Present

Fidelity Investments

Smithfield, RI
09/2018 → 01/2022

University Of Rhode Island

Kingston, RI
01/2014 → 09/2018

Barrington High School

Barrington, RI
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-11-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Smithfield, RI

Other Businesses

OBA-90796|OrgNmn:autoparts sale|Org Addr:west warwi,Rhode Isla,US|OBA Nature:selling car parts|Invst Rel:N|Title:Sole Proprietor|Duties:buying selling and shipping|StrtDt:08-18-22|TotHrs/mon:5|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-13
S63	Uniform Securities Agent State Law Examination	2022-05-09

S66 Uniform Combined State Law Examination

2023-11-13
S63 Uniform Securities Agent State Law Examination

2022-05-09

View on SEC IAPD

More in Smithfield, RI

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor