Patricia J. Miranda

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:

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

Current Employers

Employment History

• 06/2014 → Present
  Fidelity Brokerage Services Llc
  Mission Viejo, CA
• 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
  Monterey, CA
  Monterey, CA
• 2014-08-19 → 2018-07-13
  Strategic Advisers Llc
  Granite Bay, CA
• 2009-06-18 → 2014-05-22
  Ubs Financial Services Inc.
  Roseville, CA

Other Businesses

OBA-4610|OrgNmn:Monarch Enterprises Inc.|Org Addr:Monterey,California,US|OBA Nature:Computer software engineering|Invst Rel:N|Title:Chief Financial Officer|Duties:signing authority|StrtDt:03-09-04|TotHrs/mon:0.25|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2009-06-17

Other Names

• Patricia Miranda
• Patricia Juliet Shanthy Miranda