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Patrick Windle

Strategic Advisers LLC

Aurora, IL

CRD 2955614

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-01-08
IL RA APPROVED 2025-07-17
  • TX RA
    APPROVED
    Since 2026-01-08
  • IL RA
    APPROVED
    Since 2025-07-17

Branch Locations

Aurora, IL • 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
Tiaa Chicago IL 03/2005 08/2024
Tiaa-Cref Individual & Institutional Services, Llc Chicago IL 03/2005 08/2024
Fidelity Investments Ann Arbor MI 09/2024 Present
  • 03/2005 → 08/2024
    Tiaa
    Chicago, IL
  • 03/2005 → 08/2024
    Tiaa-Cref Individual & Institutional Services, Llc
    Chicago, IL
  • 09/2024 → Present
    Fidelity Investments
    Ann Arbor, MI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-03
S63 Uniform Securities Agent State Law Examination 1998-02-25
  • S65 Uniform Investment Adviser Law Examination
    2025-02-03
  • S63 Uniform Securities Agent State Law Examination
    1998-02-25
Other Names
  • Pat Windle
  • Patrick Shawn Windle
  • Patrick Windle

View on SEC IAPD

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