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Paul Clark

Strategic Advisers LLC

Durham, NC

Durham, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Durham, NC • 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 Durham NC 05/2023 Present
Unemployed Raleigh NC 02/2023 05/2023
Sunlight Financial Charlotte NC 11/2021 02/2023
Tesla Matthews NC 01/2021 11/2021
Carmel Country Club Charlotte NC 05/2021 08/2021
Plum Direct Marketing Charlotte NC 10/2020 12/2020
Unemployed Charlotte NC 09/2019 10/2020
Power Home Remodeling Charlotte NC 05/2019 09/2019
Meridian Technologies Charlotte NC 01/2019 05/2019
Apex Systems Charlotte NC 01/2019 01/2019
North American Senior Benefits Charlotte NC 05/2018 01/2019
Red Ventures Fort Mill NC 01/2016 03/2018
Fidelity Investments Boston MA 03/2025 Present
  • 05/2023 → Present
    Fidelity Investments
    Durham, NC
  • 02/2023 → 05/2023
    Unemployed
    Raleigh, NC
  • 11/2021 → 02/2023
    Sunlight Financial
    Charlotte, NC
  • 01/2021 → 11/2021
    Tesla
    Matthews, NC
  • 05/2021 → 08/2021
    Carmel Country Club
    Charlotte, NC
  • 10/2020 → 12/2020
    Plum Direct Marketing
    Charlotte, NC
  • 09/2019 → 10/2020
    Unemployed
    Charlotte, NC
  • 05/2019 → 09/2019
    Power Home Remodeling
    Charlotte, NC
  • 01/2019 → 05/2019
    Meridian Technologies
    Charlotte, NC
  • 01/2019 → 01/2019
    Apex Systems
    Charlotte, NC
  • 05/2018 → 01/2019
    North American Senior Benefits
    Charlotte, NC
  • 01/2016 → 03/2018
    Red Ventures
    Fort Mill, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-10-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Durham, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-25
  • S66 Uniform Combined State Law Examination
    2023-09-25
Other Names
  • Paul Thomas Clark
  • Paul Clark

View on SEC IAPD

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