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Patrick Joseph Ruane

Strategic Advisers LLC

Jacksonville, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • FL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Jacksonville, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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 Investments Jacksonville FL 10/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2011 → Present
    Fidelity Investments
    Jacksonville, FL
  • 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
    Jacksonville, FL
    Jacksonville, FL
  • 2011-11-28 → 2018-07-13
    Strategic Advisers Llc
    Jacksonville, FL
  • 2010-12-15 → 2011-09-09
    Morgan Stanley
    Jacksonville, FL
    Jacksonville, FL
  • 2010-02-05 → 2010-08-11
    New England Securities
    Jacksonville, FL
  • 2003-07-10 → 2009-09-11
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Jacksonville, FL
    Jacksonville, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-05-02
  • S66 Uniform Combined State Law Examination
    2003-05-02
Other Names
  • Patrick Joseph Ruane Ii
  • Patrick Joseph Ruane
  • Patrick Joseph Ruane
  • Patrick Joseph Ruane
  • Patrick Joseph Ruane

View on SEC IAPD

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