Patrick Michael Garrity

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• 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

• 12/2023 → Present
  Fidelity Investments
  Milwaukee, WI
• 08/2020 → 08/2023
  J.W. Cole Advisors, Inc.
  Tampa, FL
• 08/2017 → 08/2019
  Hopcat
  Madison, WI
• 08/2023 → 12/2023
  Unemployed
  Lacrosse, WI
• 08/2016 → 08/2017
  Roast Public House
  Madison, WI
• 08/2020 → 08/2023
  J.W. Cole Financial, Inc.
  Tampa, FL
• 08/2019 → 08/2023
  The Waterfront Restaurant And Tavern
  Lacrosse, WI
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-01-23 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Madison, WI
• 2022-11-28 → 2023-10-18
  J. W. Cole Advisors, Inc.
  Tampa, FL
  Onalaska, WI

Exams

• S66 Uniform Combined State Law Examination
  2022-11-16

Other Names

• Patrick Michael Garrity
• Patrick Garrity
• Patrick M Garrity