Paul C. Salmore
STRATEGIC ADVISERS LLC | Investment Consultant
DARIEN, CT
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CRD#: 2233113
Professional summary
Paul C. Salmore, who also goes by Paul Cameron Salmore, Paul Salmore, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Darien, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in Fairfield, Connecticut.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1992. Paul has worked at 9 firms and has passed the Series 66, Series 63, Series 6TO, Series 99TO, SIE, Series 3 and Series 7 exams.
Biography
As an Investment Consultant, I'll leverage off my prior 24 years of experience serving investors in the financial services industry to help Fidelity's clients work toward their goals. My primary objective is to work collaboratively with clients to ensure they have an investment and income strategy in place.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Cameron Salmore | Paul Salmore
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.
OBA-99624|OrgNmn:Salmore LLC|Org Addr:Darien,Connecticu,US|OBA Nature:Manage Assets of Paul C Salmor|Invst Rel:Y|Title:Partnership Representative |Duties:Manage Assets of Paul C Salmore 2023 Family Trust|StrtDt:06-07-23|TotHrs/mon:1|TrdHrs/mon:1|OBA-99611|OrgNmn:Salmore LLC|Org Addr:Darien,Connecticu,US|OBA Nature:Manage assets of Paul C. Salmo|Invst Rel:Y|Title:Grantor/ Manager |Duties:Manage assets of Paul C Salmore 2023 Family Trust|StrtDt:|TotHrs/mon:1|TrdHrs/mon:1|
CRS (Client Relationship Summary) - RIA
Click below to view Paul C. Salmore'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®
NoneEducation
NYU Stern School of Business
Master of Business Administration (MBA) - Finance
1998
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1261 Post Road, Fairfield, CT 06824-6072RIA
CRD#: 104555
DARIEN, CT
Current
March 1, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1261 Post Road, Fairfield, CT 06824BD
CRD#: 7784
Fairfield, CT
Past
June 1, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FAIRFIELD, CT
Past
June 14, 2021 - July 20, 2021
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
NEW YORK, NY
Past
January 13, 2016 - July 20, 2021
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
NEW YORK, NY
Past
June 4, 2014 - December 4, 2015
BB&T SECURITIES, LLC
BD
CRD#: 142785
NEW YORK, NY
Past
April 8, 2005 - June 10, 2014
KEYBANC CAPITAL MARKETS INC.
BD
CRD#: 566
NEW YORK, NY
Past
June 21, 2000 - April 29, 2005
UBS SECURITIES LLC
BD
CRD#: 7654
NEW YORK, NY
Past
November 3, 1998 - June 26, 2000
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
NEW YORK, NY
Past
July 10, 1992 - December 1, 1992
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
NEW YORK, NY
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
Arizona(8/25/2024)
RR
California(2/27/2024)
RR
Colorado(5/30/2024)
RR
Connecticut(3/1/2022)
IAR
Connecticut(3/31/2025)
RR
Delaware(6/28/2024)
RR
District of Columbia(8/25/2024)
RR
Florida(7/25/2022)
RR
Georgia(5/30/2024)
RR
Illinois(7/22/2024)
RR
Louisiana(5/23/2025)
RR
Maine(6/27/2024)
RR
Maryland(6/5/2024)
RR
Massachusetts(7/25/2022)
RR
Michigan(8/25/2024)
RR
Minnesota(7/22/2024)
RR
Missouri(12/16/2024)
RR
Montana(10/29/2024)
RR
Nevada(7/22/2024)
RR
New Hampshire(4/30/2024)
RR
New Jersey(3/1/2022)
RR
New York(3/1/2022)
RR
North Carolina(6/27/2024)
RR
Ohio(6/28/2024)
RR
Pennsylvania(3/13/2023)
RR
Puerto Rico(5/23/2025)
RR
Rhode Island(6/27/2024)
RR
South Carolina(4/30/2024)
RR
Tennessee(8/14/2024)
RR
Texas(4/3/2023)
IAR
Texas(3/31/2025)
RR
Utah(10/29/2024)
RR
Vermont(5/10/2023)
RR
Virginia(5/30/2024)
RR
Washington(5/23/2025)
RR
Wisconsin(12/16/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 1/2/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product 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.
