Paul G. Ordonez
STRATEGIC ADVISERS LLC | Planning Consultant
TOWNSHIP OF WASHINGTON, NJ
Some features on this profile are disabled
CRD#: 6081286
Professional summary
Paul G Ordonez, who also goes by Paul Ordonez, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Township Of Washington, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Wayne, New Jersey.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Paul has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As an advisor working at Fidelity Investments, I work with the highest integrity to help you and your family towards reaching your financial goals. I enjoy getting to know clients personally, so I'm able to help them towards a retirement plan that is specific to their needs, rather than a one size fits all approach.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Ordonez
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.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Paul G Ordonez'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
University of Scranton
Bachelor of Science (BS) - Finance
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936RIA
CRD#: 104555
TOWNSHIP OF WASHINGTON, NJ
Current
July 2, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 57 State Route 23 West Belt Plaza, Wayne, NJ 07470-6936BD
CRD#: 7784
Wayne, NJ
Past
August 10, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WAYNE, NJ
Past
November 9, 2017 - June 23, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
NEW YORK, NY
Past
November 22, 2016 - June 23, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
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(1/7/2022)
RR
California(1/7/2022)
RR
Colorado(1/7/2022)
RR
Connecticut(7/2/2020)
RR
Delaware(1/7/2022)
RR
District of Columbia(1/7/2022)
RR
Florida(7/2/2020)
RR
Georgia(1/7/2022)
RR
Maine(1/7/2022)
RR
Maryland(7/2/2020)
RR
Massachusetts(7/2/2020)
RR
Michigan(1/7/2022)
RR
Nevada(1/7/2022)
RR
New Hampshire(1/7/2022)
RR
New Jersey(7/2/2020)
IAR
New Jersey(3/31/2025)
RR
New York(7/2/2020)
RR
North Carolina(1/7/2022)
RR
Ohio(1/8/2022)
RR
Pennsylvania(7/2/2020)
RR
Rhode Island(12/4/2024)
RR
South Carolina(1/7/2022)
RR
Tennessee(12/4/2024)
RR
Texas(9/3/2020)
IAR
Texas(3/31/2025)
RR
Virginia(7/2/2020)
RR
Washington(12/4/2024)
Exams
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
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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
Planning ConsultantCRD#: 104555Township Of Washington, NJTRUST BUT VERIFY
Monitor Paul Ordonez
Get automatic monthly alerts on:Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates
Contact information
(xxx) xxx-xxxx
