Paul Michael Lassalle

CRD 5384955 · Fidelity Brokerage Services LLC · Flower Mound, TX

IA RegisteredBroker

Also appears in the source record as: Paul M Lassalle

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (5): SIESeries 7Series 6Series 66Series 63
Registered states (53): Alabama · Alaska · Arizona · Arkansas · California · Colorado · Connecticut · Delaware · District Of Columbia · Florida · Georgia · Hawaii · Idaho · Illinois · Indiana · Iowa · Kansas · Kentucky · Louisiana · Maine · Maryland · Massachusetts · Michigan · Minnesota · Mississippi · Missouri · Montana · Nebraska · Nevada · New Hampshire · New Jersey · New Mexico · New York · North Carolina · North Dakota · Ohio · Oklahoma · Oregon · Pennsylvania · Puerto Rico · Rhode Island · South Carolina · South Dakota · Tennessee · Texas · Utah · Vermont · Virgin Islands · Virginia · Washington · West Virginia · Wisconsin · Wyoming
Years in the industry (source record): 18
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

The official record for CRD 5384955 contains one or more disclosure events as of Aug 20, 2026.

findmyFA.app does not reproduce, summarise, characterise, or interpret the content of disclosure events. A disclosure event is a category of entry in a regulatory record; it is not, by itself, a finding of wrongdoing. Read the events in full on the official systems:

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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 (7)

From the source registration record · current first

Strategic Advisers LLCCurrent
Livermore, CA · IA capacity

start not retrieved → present
Fidelity Brokerage Services LLCCurrent
Flower Mound, TX · BC capacity

start not retrieved → present
Fidelity Personal And Workplace Advisors
Livermore, CA · IA capacity

Dec 14, 2020 → Mar 31, 2025
Pensionmark Financial Group, LLC
San Mateo, CA · IA capacity

Sep 7, 2018 → May 31, 2019
Pensionmark Securities, LLC
San Mateo, CA · BC capacity

Sep 7, 2018 → May 31, 2019
Lpl Financial LLC
San Mateo, CA · BC capacity

Jan 4, 2017 → Jul 9, 2018
Vanguard Marketing Corporation
Scottsdale, AZ · BC capacity

Aug 9, 2007 → Apr 22, 2008

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for CRD 5384955 ↗ FINRA BrokerCheck record for CRD 5384955 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: BROKERCHECK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.