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Inactive

Patrick Henry Casserly

Accelerate Retirement

Aliso Viejo, CA

Newton, MA

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Current Employers
Accelerate Retirement

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-11-04
  • MA RA
    APPROVED
    Since 2025-11-04

Branch Locations

120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656 • United States

313 Washington Street Suite 308, Newton, MA 02458 • 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 Investments Smithfield RI 07/2017 08/2021
Liberty Mutual Insurance Boston MA 03/2007 07/2017
Mml Investors Services, Llc Wellesley MA 08/2021 02/2025
Mass Mutual Life Insurance Company Wellesley MA 09/2021 02/2025
Fidelity Brokerage Services Llc Smithfield RI 11/2019 08/2021
Sapers & Wallack Newton MA 02/2025 Present
Accelerate Investment Advisors Llc Aliso Viejo CA 08/2025 Present
  • 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-03
S63 Uniform Securities Agent State Law Examination 2020-05-15
  • 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

View on SEC IAPD

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Other Offices

SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
SANCTUARY ADVISORS, LLC · ALISO VIEJO, CA
ANCHOR CAPITAL · ALISO VIEJO, CA
EDEN FINANCIAL · ALISO VIEJO, CA
JG WEALTH MANAGEMENT, LLC · ALISO VIEJO, CA
LIFETIME FINANCIAL, INC. · Aliso Viejo, CA
SST BENEFITS CONSULTING · ALISO VIEJO, CA
CLARAPHI ADVISORY NETWORK, LLC · ALISO VIEJO, CA

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