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Sergio Alonso De Paoli

Strategic Advisers LLC

Plano, TX

Lake Dallas, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

5905 Legacy Dr Suite A100, Plano, TX 75024-4118 • United States

Lake Dallas, TX • 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 Westlake TX 08/2022 Present
Unemployed Lake Dallas TX 08/2021 08/2022
The Home Depot Flower Mound TX 05/2021 08/2021
Unemployed Lake Dallas TX 09/2020 05/2021
The Home Depot Flower Mound TX 05/2020 08/2020
Unemployed Lake Dallas TX 11/2017 05/2020
Lake Cities Soccer Association Lake Dallas TX 09/2015 11/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 08/2021 → 08/2022
    Unemployed
    Lake Dallas, TX
  • 05/2021 → 08/2021
    The Home Depot
    Flower Mound, TX
  • 09/2020 → 05/2021
    Unemployed
    Lake Dallas, TX
  • 05/2020 → 08/2020
    The Home Depot
    Flower Mound, TX
  • 11/2017 → 05/2020
    Unemployed
    Lake Dallas, TX
  • 09/2015 → 11/2017
    Lake Cities Soccer Association
    Lake Dallas, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-08-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-08-04
S63 Uniform Securities Agent State Law Examination 2022-12-09
  • S66 Uniform Combined State Law Examination
    2023-08-04
  • S63 Uniform Securities Agent State Law Examination
    2022-12-09
Other Names
  • Sergio Alonso De Paoli
  • Sergio De Paoli

View on SEC IAPD

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