Paul G. Schulman
STRATEGIC ADVISERS LLC | Financial Consultant
STATEN ISLAND, NY
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CRD#: 6093478
Professional summary
Paul George Schulman, CFP®, who also goes by Paul George Schulman, Paul Schulman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Staten Island, New York and FIDELITY BROKERAGE SERVICES LLC located in New York, New York.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Paul has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 9 and Series 10 exams.
Biography
As a Financial Consultant and Certified Financial Planner™, I enjoy partnering with clients and their families to develop personalized financial plans to help them achieve peace of mind that they are on track to achieve their goals. I value working for Fidelity Investments as their goals in putting the best interest of clients first align with my own.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul George Schulman | Paul Schulman
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 George Schulman'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
Saint Peter's College
Bachelor of Accountancy - Accounting
2010
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 320 Park Avenue 34th Floor, New York, NY 10022RIA
CRD#: 104555
STATEN ISLAND, NY
Current
May 23, 2022 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 320 Park Avenue, New York, NY 10022BD
CRD#: 7784
NEW YORK, NY
Past
June 8, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
NEW YORK, NY
Past
October 28, 2015 - May 4, 2022
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
New York City, NY
Past
September 29, 2015 - May 4, 2022
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
New York City, NY
Past
July 24, 2012 - September 23, 2015
SPARTAN CAPITAL SECURITIES, LLC
BD
CRD#: 146251
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(1/4/2025)
RR
California(5/23/2022)
RR
Colorado(1/4/2025)
RR
Connecticut(5/23/2022)
RR
Florida(5/23/2022)
RR
Georgia(1/5/2024)
RR
Illinois(12/9/2024)
RR
Maryland(8/1/2022)
RR
Massachusetts(8/12/2022)
RR
Michigan(1/4/2025)
RR
New Jersey(5/23/2022)
RR
New York(5/23/2022)
IAR
New York(3/31/2025)
RR
North Carolina(12/9/2024)
RR
Ohio(10/20/2022)
RR
Pennsylvania(5/23/2022)
RR
South Carolina(6/27/2022)
RR
Texas(5/23/2022)
IAR
Texas(3/31/2025)
RR
Utah(3/5/2025)
RR
Virginia(1/4/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Staten Island, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
