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Paul Leonard Seitz

Strategic Advisers LLC

Boston, 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
NH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Boston, 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
Boston Youth Symphony Orchestras Boston MA 04/2022 02/2023
Fidelity Investments Merrimack NH 02/2023 Present
Boston University Boston MA 09/2019 04/2022
University Of The South Sewanee TN 06/2021 07/2021
Approved Staffing Los Angeles CA 05/2021 05/2021
New Caps Burbank CA 10/2021 10/2021
Brother Rice High School Chicago IL 08/2014 08/2018
Boston University Boston MA 08/2018 05/2022
Fidelity Investments Boston MA 03/2025 Present
  • 04/2022 → 02/2023
    Boston Youth Symphony Orchestras
    Boston, MA
  • 02/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 09/2019 → 04/2022
    Boston University
    Boston, MA
  • 06/2021 → 07/2021
    University Of The South
    Sewanee, TN
  • 05/2021 → 05/2021
    Approved Staffing
    Los Angeles, CA
  • 10/2021 → 10/2021
    New Caps
    Burbank, CA
  • 08/2014 → 08/2018
    Brother Rice High School
    Chicago, IL
  • 08/2018 → 05/2022
    Boston University
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
S63 Uniform Securities Agent State Law Examination 2023-05-30
  • S66 Uniform Combined State Law Examination
    2024-05-24
  • S63 Uniform Securities Agent State Law Examination
    2023-05-30

View on SEC IAPD

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LONGWOOD MANAGEMENT LLC
ADVENT INTERNATIONAL, L.P.
NEW HERITAGE CAPITAL, LLC
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC
NEWPATH MANAGEMENT, L.P.

Other Investors

JOHN KENNEDY
JOSHUA WEBSTER JONES
STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

More in Boston, MA

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