PC
Paolo J. Coronel
STRATEGIC ADVISERS LLC
SAN RAMON, CA
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CRD#: 6955758
PC
Professional summary
Paolo Jarin Coronel, who also goes by Paolo Coronel, Paolo Jarin Coronel, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in San Ramon, California and FIDELITY BROKERAGE SERVICES LLC located in Dublin, California.
Paolo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2018. Paolo has worked at 6 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paolo Coronel | Paolo Jarin Coronel
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-112274|OrgNmn:Potter & The Clay LLC|Org Addr:Dublin,California,US|OBA Nature:Mobile coffee cart for wedding|Invst Rel:N|Title:Owner|Duties:Assist the managing partner with small business accounting and consulting.|StrtDt:|TotHrs/mon:4|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Paolo Jarin Coronel'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 4500 A Tassajara Road, Dublin, CA 94568-4608RIA
CRD#: 104555
SAN RAMON, CA
Current
July 19, 2023 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 4500-a Tassajara Road, Dublin, CA 94568BD
CRD#: 7784
Dublin, CA
Past
August 9, 2023 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DUBLIN, CA
Past
May 22, 2020 - June 30, 2020
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
San Ramon, CA
Past
October 14, 2019 - June 14, 2023
INSIGHT WEALTH STRATEGIES, LLC
RIA
CRD#: 293644
SAN RAMON, CA
Past
January 22, 2019 - June 26, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
PLEASANT HILL, CA
Past
October 16, 2018 - June 26, 2019
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
PLEASANT HILL, CA
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(8/1/2023)
RR
California(7/29/2023)
IAR
California(3/31/2025)
RR
Colorado(8/1/2023)
RR
Connecticut(8/1/2023)
RR
Florida(8/1/2023)
RR
Georgia(8/1/2023)
RR
Illinois(8/1/2023)
RR
Indiana(8/1/2023)
RR
Maryland(8/1/2023)
RR
Massachusetts(8/1/2023)
RR
Michigan(8/1/2023)
RR
Minnesota(8/1/2023)
RR
Missouri(8/1/2023)
RR
Nevada(1/5/2024)
RR
New Jersey(8/1/2023)
RR
New York(8/1/2023)
RR
North Carolina(8/1/2023)
RR
Ohio(8/1/2023)
RR
Oregon(1/5/2024)
RR
Pennsylvania(8/1/2023)
RR
South Carolina(10/20/2023)
RR
Texas(8/1/2023)
IAR
Texas(3/31/2025)
RR
Virginia(8/1/2023)
RR
Washington(8/1/2023)
RR
Wisconsin(8/1/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/19/2023
General Securities Representative ExaminationGeneral 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
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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.
