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Paul O'CAllaghan

Strategic Advisers LLC

Danvers, MA

Melrose, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

152 Endicott Street, Danvers, MA 01923-3619 • United States

Melrose, MA • 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
Fidelity Investments Merrimack NH 03/2022 Present
Fis Quincy MA 07/2018 12/2021
Lucky'S Bar And Grille East Providence RI 08/2017 04/2018
Tm Business Solutions Providence RI 06/2017 08/2017
Bryant University Smithfield RI 09/2014 05/2018
Unemployed Malden MA 12/2021 02/2022
Fidelity Investments Boston MA 03/2025 Present
  • 03/2022 → Present
    Fidelity Investments
    Merrimack, NH
  • 07/2018 → 12/2021
    Fis
    Quincy, MA
  • 08/2017 → 04/2018
    Lucky'S Bar And Grille
    East Providence, RI
  • 06/2017 → 08/2017
    Tm Business Solutions
    Providence, RI
  • 09/2014 → 05/2018
    Bryant University
    Smithfield, RI
  • 12/2021 → 02/2022
    Unemployed
    Malden, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-01-31 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Danvers, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-20
S63 Uniform Securities Agent State Law Examination 2022-08-10
  • S66 Uniform Combined State Law Examination
    2023-12-20
  • S63 Uniform Securities Agent State Law Examination
    2022-08-10
Other Names
  • Paul Joseph O'CAllaghan
  • Paul Ocallaghan

View on SEC IAPD

Other Firms

ONEDIGITAL
RBC CAPITAL MARKETS, LLC
JANNEY MONTGOMERY SCOTT LLC
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FORTIS CAPITAL ADVISORS, LLC
NVEST FINANCIAL, LLC

Other Investors

CAMAY KWONG PASCUCCI
KATELYNN JULIE KENDALL
Zachary Delano
DOUGLAS TILGHMAN WILSON
Mark Patrick Sullivan
JAMES FRANKEL HORROCKS
SEAN PATRICK GIBBONS
SHANE POULIN

Other Offices

ONEDIGITAL · Danvers, MA
RBC CAPITAL MARKETS, LLC · DANVERS, MA
JANNEY MONTGOMERY SCOTT LLC · Danvers, MA
ROBERT W. BAIRD & CO. INCORPORATED · Danvers, MA
CETERA INVESTMENT ADVISERS LLC · DANVERS, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Danvers, MA
FORTIS CAPITAL ADVISORS, LLC · Danvers, MA
NVEST FINANCIAL, LLC · DANVERS, MA

More in Danvers, MA

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