PAUL-PATRICK PERSEO is an investment adviser representative (IAR) with state registration records since 2016, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-02-10 | 2025-03-31 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2019-08-12 | 2020-12-04 | — |
| TD AMERITRADE, INC. | 2019-08-12 | 2020-12-04 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2018-07-13 | 2019-08-02 | — |
| STRATEGIC ADVISERS LLC | 2016-12-19 | 2018-07-13 | — |