Paige P. Power
STRATEGIC ADVISERS LLC | Vice President, Executive Planning Consultant
WELLINGTON, FL
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CRD#: 1617714
Professional summary
Paige Power Power, CFP®, who also goes by Mary Paige Metzger, Paige Power Metzger, M Paige Power, Mary Paige Power, Paige Power Power, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Wellington, Florida and FIDELITY BROKERAGE SERVICES LLC located in Towson, Maryland.
Paige is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Paige has worked at 9 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Biography
With over 15 years of financial planning experience, our Team helps clients navigate their financial lives. We love to get to know our clients and hear about their hopes and dreams. With that knowledge, we then guide them to craft a thoughtful, realistic framework to work toward their goals, incorporating both workplace benefits as well as their personal financial lives. And in this process we strive to use plain language in our explanations so that our clients make informed decisions.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mary Paige Metzger | Paige Power Metzger | M Paige Power | Mary Paige Power | Paige Power Power
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
I*41234
FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: COMMUNITY FOUNDATION OF NJ
INVESTMENT RELATED: N
ADDRESS OF BUSINESS:
PO BOX 338,
MORRISTOWN, NEW JERSEY 8734
NATURE OF BUSINESS: CHARITABLE ORGANIZATION,
POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER,
START DATE OF RELATIONSHIP: 1/1/2011
NUMBER OF HOURS DEVOTED: 10 HOUR(S) ANNUALLY
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: GRANTS COMMITTEE
I*94888
FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION
NAME OF OUTSIDE BUSINESS ORGANIZATION: IMPACT 100 JERSEY COAST
INVESTMENT RELATED: N
ADDRESS OF BUSINESS:
PO BOX 7989,
SHREWSBURY, NEW JERSEY 7702
NATURE OF BUSINESS: CHARITABLE ORGANIZATION,
POSITION, TITLE, ASSOCIATION: COMMITTEE MEMBER,
START DATE OF RELATIONSHIP: 42492
NUMBER OF HOURS DEVOTED: 2 HOUR(S) MONTHLY
NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0
DUTIES: GIVING CIRCLE ESTABLISHED FOR LOCAL NON-PROFIT COMMUNITY. TRACK INFLOWS AND OUTFLOWS OF DONATIONS AND EXPENSES
CRS (Client Relationship Summary) - RIA
Click below to view Paige Power Power's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
Skidmore College
Bachelor of Science (BS) - Business
1986
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WELLINGTON, FL
Current
February 25, 2019 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 610 York Road, Towson, MD 21204BD
CRD#: 7784
Towson, MD
Past
March 11, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WELLINGTON, FL
Past
November 16, 2005 - January 17, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
RED BANK, NJ
Past
November 16, 2005 - January 17, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
RED BANK, NJ
Past
June 6, 2002 - November 16, 2005
SUMMIT FINANCIAL RESOURCES INC
RIA
CRD#: 104990
PARSIPPANY, NJ
Past
May 21, 2002 - November 16, 2005
SUMMIT EQUITIES, INC.
RIA
CRD#: 11039
PARSIPPANY, NJ
Past
October 8, 2001 - November 16, 2005
SUMMIT EQUITIES, INC.
BD
CRD#: 11039
PARSIPPANY, NJ
Past
May 6, 1993 - July 11, 1994
PERSHING LLC
BD
CRD#: 7560
Past
March 30, 1990 - December 22, 1992
AUTRANET, LLC
BD
CRD#: 8192
Past
August 18, 1988 - April 5, 1990
LEHMAN BROTHERS INC.
BD
CRD#: 7506
Past
August 26, 1987 - July 14, 1988
PERSHING LLC
BD
CRD#: 7560
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/10/2025)
RR
Alaska(7/10/2025)
RR
Arizona(7/10/2025)
RR
Arkansas(7/10/2025)
RR
California(10/31/2019)
RR
Colorado(9/18/2020)
RR
Connecticut(10/31/2019)
RR
Delaware(5/6/2022)
RR
District of Columbia(10/31/2019)
RR
Florida(12/19/2019)
IAR
Florida(3/31/2025)
RR
Georgia(3/12/2021)
RR
Hawaii(7/10/2025)
RR
Idaho(3/25/2023)
RR
Illinois(2/12/2021)
RR
Indiana(3/25/2023)
RR
Iowa(7/10/2025)
RR
Kansas(7/10/2025)
RR
Kentucky(5/3/2024)
RR
Louisiana(7/10/2025)
RR
Maine(8/8/2020)
RR
Maryland(9/18/2020)
RR
Massachusetts(4/23/2020)
RR
Michigan(3/4/2022)
RR
Minnesota(7/10/2025)
RR
Mississippi(7/10/2025)
RR
Missouri(8/8/2020)
RR
Montana(3/4/2022)
RR
Nebraska(7/10/2025)
RR
Nevada(8/13/2021)
RR
New Hampshire(5/20/2023)
RR
New Jersey(2/25/2019)
IAR
New Jersey(3/31/2025)
RR
New Mexico(7/10/2025)
RR
New York(2/25/2019)
RR
North Carolina(8/8/2020)
RR
North Dakota(7/10/2025)
RR
Ohio(11/17/2020)
RR
Oklahoma(7/10/2025)
RR
Oregon(5/6/2022)
RR
Pennsylvania(10/31/2019)
RR
Puerto Rico(3/12/2021)
RR
Rhode Island(8/13/2021)
RR
South Carolina(11/16/2020)
RR
South Dakota(7/10/2025)
RR
Tennessee(8/13/2021)
RR
Texas(8/13/2021)
IAR
Texas(3/31/2025)
RR
Utah(8/13/2021)
RR
Vermont(7/10/2025)
RR
Virgin Islands(7/10/2025)
RR
Virginia(3/25/2023)
RR
Washington(1/21/2020)
RR
West Virginia(7/10/2025)
RR
Wisconsin(5/6/2022)
RR
Wyoming(7/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Executive Planning ConsultantCRD#: 104555Wellington, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
