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Robert Carlton Patton

Strategic Advisers LLC

Marlborough, MA

Framingham, MA

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2025-08-14
MA RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • ME RA
    APPROVED
    Since 2025-08-14
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Marlborough, MA • United States

405 Cochituate Road, Framingham, MA 01701-4648 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Marlborough MA 07/2006 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2006 → Present
    Fidelity
    Marlborough, MA
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Framingham, MA
  • 2007-08-07 → 2018-07-13
    Strategic Advisers Llc
    Shrewsbury, MA
    Worcester, MA
    Boston, MA
    Framingham, MA
    Shrewsbury, MA
  • 2005-09-02 → 2006-07-14
    First Command Brokerage Services, Inc.
    Newport, RI
    Laurel, MD
    Odenton, MD
  • 2005-01-04 → 2005-09-02
    First Command Bank
    Fort Worth, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-10-26
S63 Uniform Securities Agent State Law Examination 2002-02-05
  • S65 Uniform Investment Adviser Law Examination
    2004-10-26
  • S63 Uniform Securities Agent State Law Examination
    2002-02-05
Designations
Other Names
  • Robert Patton
  • Robert C Patton
  • Robert C Patton
  • Robbie Patton
  • Rob Patton

View on SEC IAPD

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