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Patrick O'KEefe

Strategic Advisers LLC

Lakewood Ranch, FL

Tampa, 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 2025-11-20
NJ RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • FL RA
    APPROVED
    Since 2025-11-20
  • NJ RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Lakewood Ranch, FL • United States

3000 Bayport Dr Ste 800, Tampa, FL 33607-8402 • 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 Paramus NJ 04/2011 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 04/2011 → Present
    Fidelity Investments
    Paramus, NJ
  • 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
    New York City, NY
    Rutherford, NJ
  • 2011-05-26 → 2018-07-13
    Strategic Advisers Llc
    Paramus, NJ
    New York, NY
    New York, NY
  • 2010-06-22 → 2011-04-29
    Chase Investment Services Corp.
    Paramus, NJ
    Maywood, NJ
  • 2008-09-29 → 2010-06-22
    Msi Financial Services, Inc.
    Short Hills, NJ
Other Businesses

OBA-127541|OrgNmn:CrossFit 941|Org Addr:Bradenton,Florida,US|OBA Nature:CrossFit Gym|Invst Rel:N|Title:Partner|Duties:Operations|StrtDt:05-01-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2010-04-29
S65 Uniform Investment Adviser Law Examination 2008-09-16
  • S63 Uniform Securities Agent State Law Examination
    2010-04-29
  • S65 Uniform Investment Adviser Law Examination
    2008-09-16
Designations
Other Names
  • Patrick O'KEefe
  • Patrick Dennis Okeefe
  • Patrick Dennis O'KEefe

View on SEC IAPD

Other Firms

RAYMOND JAMES & ASSOCIATES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
NEWEDGE ADVISORS
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC
DOW FAMILY OFFICE ADVISORY, LLC

Other Investors

STEVEN LEE GROSSMAN
Cole Alexander Hedge
Aaron Seth Vaughn
Alexandra M Hatfield
Michael C Cermak
PAMELA RUTH MILLER
WILLIAM BRUCE BODY
ANDREW OLSON WALTHER

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · LAKEWOOD RANCH, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Lakewood Ranch, FL
LPL FINANCIAL LLC · BRADENTON, FL
CETERA INVESTMENT ADVISERS LLC · LAKEWOOD RANCH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LAKEWOOD RANCH, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BRADENTON, FL
NEWEDGE ADVISORS · Lakewood Ranch, FL
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC · Lakewood Ranch, FL

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