Kevin Paulsen
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
EAST WILLISTON, NY
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CRD#: 6430875
Professional summary
Kevin Paulsen, who also goes by Kevin Feeley Paulsen, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in East Williston, New York and FIDELITY BROKERAGE SERVICES LLC located in Garden City, New York.
Kevin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Kevin has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.
Biography
Working with Fidelity has provided me a passion for wealth planning. Navigating through ones financial plan can be difficult at times. Using industry leading technology, our cost efficient investing platform, and my experience understanding client needs, I have the utmost confidence in helping clients work towards their financial goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kevin Feeley Paulsen
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-104594|OrgNmn:Arc Street Properties LLC|Org Addr:hudson,New York,US|OBA Nature:residential real estate invest|Invst Rel:Y|Title:limited partner|Duties:no duties. limited partner/ investor|StrtDt:|TotHrs/mon:0.01|TrdHrs/mon:0.01|
CRS (Client Relationship Summary) - RIA
Click below to view Kevin Paulsen'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
SUNY at Albany
Bachelor of Science (BS) - Accounting
2014
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1130 Franklin Avenue, Garden City, NY 11530RIA
CRD#: 104555
EAST WILLISTON, NY
Current
March 9, 2015 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1130 Franklin Avenue, Garden City, NY 11530BD
CRD#: 7784
Garden City, NY
Past
July 8, 2021 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
GARDEN CITY, 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
Alabama(4/11/2022)
RR
Arizona(6/17/2022)
RR
California(7/17/2019)
RR
Connecticut(6/16/2015)
RR
Florida(3/9/2015)
RR
Georgia(9/4/2025)
RR
Illinois(11/10/2023)
RR
Maryland(5/3/2024)
RR
Massachusetts(4/23/2020)
RR
Montana(10/17/2025)
RR
New Jersey(4/9/2021)
RR
New York(6/16/2015)
IAR
New York(3/31/2025)
RR
North Carolina(2/15/2018)
RR
Pennsylvania(2/12/2021)
RR
South Carolina(8/8/2020)
RR
Tennessee(1/13/2024)
RR
Texas(7/19/2024)
IAR
Texas(3/31/2025)
RR
Washington(10/21/2025)
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
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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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Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555East Williston, NYTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
