Paul T. Economou
Professional summary
Paul T Economou, who also goes by Paul Thomas Economou, Paul Economou, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Niantic, Connecticut and FIDELITY BROKERAGE SERVICES LLC located in Smithfield, Rhode Island.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Paul has worked at 14 firms and has passed the Series 63, Series 7TO, SIE, Series 55, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul T Economou's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 900 Salem Street, Smithfield, RI 02917December 3, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 900 Salem Street, Smithfield, RI 02917January 16, 2025 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
February 27, 2017 - April 26, 2019
OSAIC INSTITUTIONS, INC.
February 27, 2017 - April 26, 2019
OSAIC INSTITUTIONS, INC.
August 12, 2013 - February 24, 2017
CALTON & ASSOCIATES, INC.
January 4, 2013 - February 24, 2017
CALTON & ASSOCIATES, INC.
January 13, 2012 - July 16, 2012
LEGEND TRADING, LLC
September 8, 2006 - November 11, 2011
PERSHING LLC
October 26, 2004 - August 30, 2006
MML DISTRIBUTORS, LLC
September 10, 2003 - September 21, 2004
MONY SECURITIES CORPORATION
August 22, 2002 - June 30, 2003
QUICK & REILLY, INC.
October 22, 2001 - April 18, 2002
WORLDCO, L.L.C.
January 31, 2000 - March 26, 2001
TAFFERER TRADING, LLC
November 4, 1999 - February 4, 2000
CITICORP INVESTMENT SERVICES
October 16, 1997 - August 26, 1998
NEW ENGLAND SECURITIES
Primary Firm SEC Registration
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
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Exams
Series 7TO
Date: 12/3/2024
General Securities Representative ExaminationSeries 55
Date: 3/11/2000
Limited Representative-Equity Trader ExamFINRA
New York Stock Exchange
Current Firm
STRATEGIC ADVISERS LLC
CRD#: 104555 / SEC#: 801-13243
Contact information
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.
