Patrick Canney

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

• 05/2016 → 09/2016
  Thompsonpublic Schools
  North Grovesdale, CT
• 12/2016 → 04/2017
  Cvs Pharmacy
  Worcester, MA
• 06/2017 → 09/2017
  Thompson Public Schools
  North Grovesdale, CT
• 06/2017 → 09/2017
  Zorbas
  Charlton, MA
• 02/2018 → 09/2018
  Ipg Photonics
  Oxford, MA
• 10/2018 → 04/2020
  Diocese Of Worcester
  Worcester, MA
• 05/2019 → 09/2019
  Ipg Photonics
  Oxford, MA
• 01/2019 → 02/2021
  Nichols College
  Dudley, MA
• 10/2020 → 04/2021
  Applebees
  Auburn, MA
• 10/2020 → 05/2021
  Millbury Fedeal Credit Union
  Millbury, MA
• 05/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 01/2017 → 05/2017
  Assumption College
  Worcester, MA
• 08/2017 → 12/2018
  Benedictine College
  Atchinson, KS
• 09/2015 → 05/2019
  Quinsigamond Community College
  Worcester, MA
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-10-13 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2022-09-16
• S63 Uniform Securities Agent State Law Examination
  2021-11-08

Other Names

• Patrick Michael Flaherty Canney
• Patrick Canney