Patrick Henry Casserly

Employer firm

Accelerate Retirement CRD 325859

$315M regulatory AUM 562 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• 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

• 07/2017 → 08/2021
  Fidelity Investments
  Smithfield, RI
• 03/2007 → 07/2017
  Liberty Mutual Insurance
  Boston, MA
• 08/2021 → 02/2025
  Mml Investors Services, Llc
  Wellesley, MA
• 09/2021 → 02/2025
  Mass Mutual Life Insurance Company
  Wellesley, MA
• 11/2019 → 08/2021
  Fidelity Brokerage Services Llc
  Smithfield, RI
• 02/2025 → Present
  Sapers & Wallack
  Newton, MA
• 08/2025 → Present
  Accelerate Investment Advisors Llc
  Aliso Viejo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-04-03
• S63 Uniform Securities Agent State Law Examination
  2020-05-15

Other Names

• Patrick Henry Casserly
• Patrick Casserly