Paul Lamar Shirley

CRD 2401905 · Fidelity Brokerage Services LLC · Redmond, WA

IA RegisteredBroker

Also appears in the source record as: Paul L Shirley; Paul Shirley

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (7): Series 66Series 63Series 10Series 9Series 99TOSIESeries 7
Registered states (4): Massachusetts · Texas · Utah · Washington
Years in the industry (source record): 32
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Fidelity Brokerage Services LLC
Firm CRD: 7784
SEC number: Not yet retrieved from the source record
Assets under management: Not yet retrieved from the source record
Website: Not yet retrieved from the source record
Phone: Not yet retrieved from the source record
Firm location: Not yet retrieved from the source record

Employment history (18)

From the source registration record · current first

Strategic Advisers LLCCurrent
Bellevue, WA · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Bellevue, WA · BD capacity

Jul 8, 2024 → present
Fidelity Brokerage Services LLCCurrent
Redmond, WA · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 22, 2024 → Mar 31, 2025
Charles Schwab & Co., Inc.
BD capacity

Jan 25, 2022 → Jan 9, 2024
Charles Schwab & Co., Inc.
IA capacity

Jan 25, 2022 → Jan 9, 2024
Td Ameritrade, Inc.
BD capacity

Jul 14, 2017 → Dec 20, 2023
Td Ameritrade Investment Management, LLC
IA capacity

Jul 17, 2017 → Sep 7, 2023
Td Ameritrade, Inc.
IA capacity

Jul 17, 2017 → Oct 14, 2022
Td Ameritrade, Inc.
IA capacity

Oct 20, 2016 → Jun 21, 2017
Td Ameritrade Investment Management, LLC
IA capacity

Oct 20, 2016 → Jun 21, 2017
Td Ameritrade, Inc.
BD capacity

Oct 19, 2016 → Jun 21, 2017
Charles Schwab & Co., Inc.
IA capacity

Jul 18, 2012 → Oct 1, 2015
Charles Schwab & Co., Inc.
BD capacity

Jul 16, 2012 → Oct 1, 2015
Strategic Advisers, Inc.
IA capacity

Jan 19, 2011 → Jun 27, 2012
Fidelity Brokerage Services LLC
BD capacity

Jun 21, 2007 → Jun 26, 2012
Xcu Capital Corporation, Inc.
BD capacity

May 31, 2006 → Oct 17, 2006
Fidelity Brokerage Services LLC
BD capacity

Jan 17, 1994 → Jun 1, 2006

Source & corrections

Where this page comes from

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