Patrick James Robertson

Employer firm

Strategic Wealth Management LLC CRD 335792

$79.5M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/1996 → Present
  Self-Employed
  Ocoee, FL
• 09/2015 → 09/2018
  Packerland Brokerage Services
  Green Bay, WI
• 09/2018 → 06/2024
  Securities America, Inc.
  Ocoee, FL
• 11/2019 → 06/2024
  Securities America Advisors, Inc.
  Ocoee, FL
• 06/2024 → 10/2025
  Osaic Wealth, Inc.
  Ocoee, FL
• 06/2024 → 10/2025
  Osaic Wealth, Inc.
  Ocoee, FL
• 10/2025 → Present
  Dai Securities Llc
  Atlanta, GA
• 10/2025 → Present
  Strategic Wealth Management Llc
  South Natick,, MA

Previous Registrations

• 2024-06-14 → 2025-10-22
  Osaic Wealth, Inc.
  Ocoee, FL
• 2019-12-06 → 2024-06-14
  Securities America Advisors, Inc.
  Ocoee, FL
  Orlando, FL
• 2018-10-02 → 2020-02-03
  The Patriot Financial Group, Llc
  Danvers, MA
  Walpole, MA
  Orlando, FL
• 2015-09-08 → 2018-09-25
  Packerland Brokerage Services, Inc.
  Green Bay, WI
  Danvers, MA
  Ashland, MA
• 2011-01-03 → 2015-09-04
  Centaurus Financial, Inc.
  Dedham, MA
  Norwood, MA
  Leesburg, VA
  Holliston, MA
• 2006-07-06 → 2010-12-31
  Investors Capital Corp.
  Holliston, MA
  Lynnfield, MA
  Canton, MA

Other Businesses

1) GREYHOUND FINANCIAL; POSITION: Sales NATURE: Sales of fixed life insurance and annuities INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 11/01/1989 ADDRESS: 1513 TERRA VERDE WAY, OCOEE, FL 34761 DESCRIPTION: Sales of fixed life insurance and annuities 2) STRATEGIC WEALTH MANAGEMENT; INVESTMENT RELATED; SOUTH NATICK, MA; RIA; WEALTH MANAGER; 10/2025; 40 HOURS; 5 HOURS; ADVISORY AND WEALTH MANAGEMENT

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-06-09
• S63 Uniform Securities Agent State Law Examination
  1990-03-21

Other Names

• Patrick James Rebertson