Paul Alan Voorhies

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

• 05/2021 → 01/2023
  Livevox
  San Francisco, CA
• 10/2020 → 12/2020
  R Zero Systems
  Salt Lake City, UT
• 03/2018 → 09/2020
  Spaceiq
  Mountain View, CA
• 03/2013 → 03/2018
  Incontact/ Nice
  Sandy, UT
• 01/2023 → 05/2023
  Unemployed
  Las Vegas, NV
• 12/2020 → 05/2021
  Unemployed
  Las Vegas, NV
• 05/2023 → 11/2023
  First Command
  Las Vegas, NV
• 11/2023 → 07/2025
  First Command Advisory Services , Inc
  Fort Worth, TX
• 07/2025 → Present
  Fidelity Investments
  Carson City, NV

Previous Registrations

• 2023-11-02 → 2025-08-19
  First Command Advisory Services
  Fort Worth, TX
  Las Vegas, NV
  Las Vegas, NV
  Las Vegas, NV

Exams

• S66 Uniform Combined State Law Examination
  2023-10-30
• S63 Uniform Securities Agent State Law Examination
  2003-11-03

Other Names

• Paul Voorhies
• Paul A. Voorhies
• Paul Alan Voorhies