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Patrick S. Millard

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2025-03-31
OH RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • KY RA
    APPROVED
    Since 2025-03-31
  • OH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Cincinnati, OH • 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 Brokerage Services Llc Covington KY 06/2012 07/2017
Skyline Chili Forest Park OH 07/2017 11/2017
W&S Brokerage Services Cincinnati OH 11/2017 07/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Cincinnati OH 07/2020 07/2021
Bank Of America N.A. Cincinnati OH 09/2020 07/2021
Fidelity Investments Covington KY 07/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2012 → 07/2017
    Fidelity Brokerage Services Llc
    Covington, KY
  • 07/2017 → 11/2017
    Skyline Chili
    Forest Park, OH
  • 11/2017 → 07/2020
    W&S Brokerage Services
    Cincinnati, OH
  • 07/2020 → 07/2021
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Cincinnati, OH
  • 09/2020 → 07/2021
    Bank Of America N.A.
    Cincinnati, OH
  • 07/2021 → Present
    Fidelity Investments
    Covington, KY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-131669|OrgNmn:This Little Light Christian Preschool & Childcare|Org Addr:Cincinnati,Ohio,US|OBA Nature:Preschool and Daycare|Invst Rel:N|Title:Partial Owner|Duties:Payroll & books|StrtDt:|TotHrs/mon:8|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-14
S63 Uniform Securities Agent State Law Examination 2012-09-12
  • S66 Uniform Combined State Law Examination
    2020-03-14
  • S63 Uniform Securities Agent State Law Examination
    2012-09-12
Designations
Other Names
  • Patrick Spenser Etter Millard
  • Patrick Spenser Millard
  • Patrick Millard

View on SEC IAPD

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Other Investors

ALEX CHISHOLM
CHRISTOPHER M HATFIELD
JOSEPH D QUIGLEY
BERNARD WILLIAM WESSELMAN
DUSTIN WATKINS
TIMOTHY J WALLIN
JAIME MARIE LANHAM
DONALD W STEWART

Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
EP WEALTH ADVISORS · FORT WRIGHT, KY

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