Paul Hagen

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
VA	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
VA RA
APPROVED

Since 2025-03-31

Branch Locations

15521 Midlothian Tpke Suite 101, Midlothian, VA 23113-7312 • United States

Henrico, VA • 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

Organization	City	State	From	To
Go Car Wash (Formerly Rio Car Wash)	Midlothian	VA	02/2018	07/2018
Full Time Student	Moseley	VA	07/2013	02/2018
Full Time Student	Moseley	VA	07/2018	06/2019
Full Time Student	Frederick	MD	06/2019	06/2021
Richmond Kickers	Richmond	VA	06/2021	07/2021
Full Time Student	Frederick	MD	07/2021	09/2021
Hood College	Frederick	MD	09/2021	05/2023
Xl Sports World	Midlothian	VA	12/2021	07/2023
Deleon & Stang Cpas & Advisors	Frederick	MD	12/2022	04/2023
Ashland Town Fc	Ashland	VA	05/2023	07/2023
Fidelity Investments	Midlothian	VA	06/2023	Present
Hood College	Frederick	MD	08/2019	05/2023
Fidelity Investments	Boston	MA	03/2025	Present

02/2018 → 07/2018

Go Car Wash (Formerly Rio Car Wash)

Midlothian, VA
07/2013 → 02/2018

Full Time Student

Moseley, VA
07/2018 → 06/2019

Full Time Student

Moseley, VA
06/2019 → 06/2021

Full Time Student

Frederick, MD
06/2021 → 07/2021

Richmond Kickers

Richmond, VA
07/2021 → 09/2021

Full Time Student

Frederick, MD
09/2021 → 05/2023

Hood College

Frederick, MD
12/2021 → 07/2023

Xl Sports World

Midlothian, VA
12/2022 → 04/2023

Deleon & Stang Cpas & Advisors

Frederick, MD
05/2023 → 07/2023

Ashland Town Fc

Ashland, VA
06/2023 → Present

Fidelity Investments

Midlothian, VA
08/2019 → 05/2023

Hood College

Frederick, MD
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-11-21 → 2025-03-31

Fidelity Personal And Workplace Advisors

Midlothian, VA

Other Businesses

OBA-100192|OrgNmn:XL Sports World|Org Addr:Midlothian,Virginia,US|OBA Nature:Sports Complex for Indoor Socc|Invst Rel:N|Title:Independent Contractor|Duties:I ref high school, men's open, women's open, and co-ed indoor soccer games. |StrtDt:01-05-22|TotHrs/mon:12|TrdHrs/mon:0|

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-11-13

S66 Uniform Combined State Law Examination

2023-11-13

Other Names

Paul Hagen
Paul Alexander Hagen

View on SEC IAPD

Other Firms

STEWARD PARTNERS INVESTMENT ADVISORY, LLC

KESTRA ADVISORY SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

J. W. COLE ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

Other Investors

RONALD BRUCE WEBSTER

EDWARD PETER GROSSO

Alice Martin Winters

JAYNE WAIDA DI VINCENZO

ANNE-DAY MCCABE

ROBERT EUGENE SCHINSKY

Hunter James Seay

JUSTIN REID MARTIN

Other Offices

STEWARD PARTNERS INVESTMENT ADVISORY, LLC · Midlothian, VA

KESTRA ADVISORY SERVICES, LLC · Midlothian, VA

AMERIPRISE FINANCIAL SERVICES, LLC · Midlothian, VA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Midlothian, VA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Midlothian, VA

EDWARD JONES · MIDLOTHIAN, VA

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Midlothian, VA

J. W. COLE ADVISORS, INC. · Midlothian, VA

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