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Paul Patrick Smith

Strategic Advisers LLC

Merrimack, NH

Derry, NH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Derry, NH • 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
The Home Depot Nashua NH 06/2017 08/2022
Chick-Fil-A Nashua NH 05/2020 06/2020
Plymouth State University Plymouth NH 09/2018 12/2018
New York Life Manchester NH 08/2023 10/2023
Nh Army National Guard Manchester NH 05/2020 10/2023
Plymouth State University Plymouth NH 08/2018 05/2022
Plymouth State University Plymouth NH 01/2022 05/2023
Fidelity Investments Merrimack NH 10/2023 Present
Liberty University Nashua NH 08/2022 10/2023
Nashua High School North Nashua NH 08/2015 06/2018
Fidelity Investments Boston MA 03/2025 Present
  • 06/2017 → 08/2022
    The Home Depot
    Nashua, NH
  • 05/2020 → 06/2020
    Chick-Fil-A
    Nashua, NH
  • 09/2018 → 12/2018
    Plymouth State University
    Plymouth, NH
  • 08/2023 → 10/2023
    New York Life
    Manchester, NH
  • 05/2020 → 10/2023
    Nh Army National Guard
    Manchester, NH
  • 08/2018 → 05/2022
    Plymouth State University
    Plymouth, NH
  • 01/2022 → 05/2023
    Plymouth State University
    Plymouth, NH
  • 10/2023 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2022 → 10/2023
    Liberty University
    Nashua, NH
  • 08/2015 → 06/2018
    Nashua High School North
    Nashua, NH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-03-05 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Nashua, NH
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-04
S63 Uniform Securities Agent State Law Examination 2024-03-20
  • S66 Uniform Combined State Law Examination
    2025-03-04
  • S63 Uniform Securities Agent State Law Examination
    2024-03-20
Other Names
  • Paul Patrick Smith

View on SEC IAPD

Other Firms

CHARLES SCHWAB & CO., INC.
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ON INVESTMENT MANAGEMENT CO
PEAK WEALTH MANAGEMENT LLC
PHOENIX INTERNATIONAL INVESTMENTS LLC
NASHUA CAPITAL MANAGEMENT LLC

Other Investors

SHANNON P MCCABE
BYRON J. THRESHER
RYAN JEREMY CHARETTE
KENNETH ZAHN
STEPHEN A LUNGO
DENNIS CIPRIANO
STEVEN STRAND
BELINDA L TRIPP

Other Offices

STRATEGIC ADVISERS LLC · MERRIMACK, NH
CHARLES SCHWAB & CO., INC. · Nashua, NH
LPL FINANCIAL LLC · NASHUA, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · MERRIMACK, NH
ON INVESTMENT MANAGEMENT CO · MERRIMACK, NH
PEAK WEALTH MANAGEMENT LLC · NASHUA, NH
PHOENIX INTERNATIONAL INVESTMENTS LLC · NASHUA, NH

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