Patrick Falvey

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

• 09/2016 → 09/2020
  Pimco Investments Llc
  Newport Beach, CA
• 03/2021 → Present
  Fidelity Investments
  Greenwood Village, CO
• 10/2020 → 02/2021
  Unemployed
  Austin, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-16 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO
• 2013-04-03 → 2016-03-29
  Curian Capital, Llc
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2021-05-28
• S65 Uniform Investment Adviser Law Examination
  2013-04-02
• S63 Uniform Securities Agent State Law Examination
  2011-07-29

Other Names

• Patrick J Falvey
• Patrick Joseph Falvey