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Patrick J. Monaghan

Strategic Advisers LLC

Cambridge, MA

Cambridge, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

200 Technology Square, Cambridge, MA 02139-3578 • United States

Cambridge, MA • 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
Bristol Yacht Club Bristol RI 05/2013 07/2020
Putnam Investments Andover MA 09/2017 02/2020
Providence College School Of Business Providence RI 02/2016 05/2017
Providence College Providence RI 07/2013 05/2017
Fidelity Investments Raleigh NC 07/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2013 → 07/2020
    Bristol Yacht Club
    Bristol, RI
  • 09/2017 → 02/2020
    Putnam Investments
    Andover, MA
  • 02/2016 → 05/2017
    Providence College School Of Business
    Providence, RI
  • 07/2013 → 05/2017
    Providence College
    Providence, RI
  • 07/2020 → Present
    Fidelity Investments
    Raleigh, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2020-10-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Raleigh, NC
    Cambridge, MA
Other Businesses

OBA-60682|OrgNmn:Bristol Yacht Club |Org Addr:Bristol,Rhode Isla,US|OBA Nature:Service team member; provide t|Invst Rel:N|Title:Waterfront Staff, Launch Driver |Duties:Occassional weekend shift (Memorial Day - Halloween)|StrtDt:01-08-26|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-08
S63 Uniform Securities Agent State Law Examination 2017-12-12
  • S66 Uniform Combined State Law Examination
    2020-10-08
  • S63 Uniform Securities Agent State Law Examination
    2017-12-12
Designations
Other Names
  • Patrick James Monaghan

View on SEC IAPD

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Sotiria Basia Sgouros
Abigail Rose Lee
Shelter Deedra Wein

Other Offices

GENERAL CATALYST · CAMBRIDGE, MA
G20 CAPITAL MANAGEMENT, LLC · CAMBRIDGE, MA
GC WEALTH MANAGEMENT RIA, LLC · CAMBRIDGE, MA
CATALYST IMPACT PARTNERS CORP. · CAMBRIDGE, MA
EDULAB CAPITAL MANAGEMENT COMPANY, LLC · CAMBRIDGE, MA
KSI ADVISORS, LLC · CAMBRIDGE, MA
KENDALL INVESTMENTS, LLC · CAMBRIDGE, MA
VIRAJ CAPITAL, LLC · CAMBRIDGE, MA

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