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Patrick Patterson

Strategic Advisers LLC

Draper, UT

Lehi, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-03-31
UT RA APPROVED 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31
  • UT RA
    APPROVED
    Since 2025-03-31

Branch Locations

Draper, UT • United States

3600 N Outlet Parkway Suite 400, Lehi, UT 84048-7365 • 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
Td Ameritrade Draper UT 12/2014 06/2017
Voya Financial Advisors/Seventh Fleet Financial Draper UT 09/2017 03/2018
E*Trade Securities Llc Sandy UT 03/2018 10/2022
E*Trade Capital Management Llc Sandy UT 03/2018 10/2022
Centurion Security Orem UT 12/2017 07/2018
Unemployed Draper UT 06/2017 09/2017
Fidelity Investments Salt Lake City UT 10/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2014 → 06/2017
    Td Ameritrade
    Draper, UT
  • 09/2017 → 03/2018
    Voya Financial Advisors/Seventh Fleet Financial
    Draper, UT
  • 03/2018 → 10/2022
    E*Trade Securities Llc
    Sandy, UT
  • 03/2018 → 10/2022
    E*Trade Capital Management Llc
    Sandy, UT
  • 12/2017 → 07/2018
    Centurion Security
    Orem, UT
  • 06/2017 → 09/2017
    Unemployed
    Draper, UT
  • 10/2022 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-11 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Salt Lake City, UT
  • 2018-03-27 → 2022-10-25
    Harrisdirect Llc
    Sandy, UT
    Arlington, VA
  • 2017-09-15 → 2018-03-16
    Voya Financial Advisors, Inc.
    Midvale, UT
    Draper, UT
  • 2015-05-12 → 2017-06-21
    Td Ameritrade, Inc.
    Draper, UT
    Draper, UT
    Omaha, NE
  • 2015-05-12 → 2017-06-21
    Td Ameritrade Investment Management, Llc
    Draper, UT
    Draper, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-05-06
  • S66 Uniform Combined State Law Examination
    2015-05-06
Other Names
  • Patrick Douglas Patterson
  • Patrick Douglas Patterson

View on SEC IAPD

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