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Patrick William Viancourt

Strategic Advisers LLC

New York, NY

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-03-31
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2025-03-31
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

New York, NY • United States

320 Park Avenue, New York, NY 10022-6815 • 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
American Construction Group Boston Heights OH 04/2020 08/2020
Equitable Advisors, Llc New York NY 07/2021 11/2021
Watervale Equity Partners Beachwood OH 05/2019 08/2019
Fordham University/Gabelli School Of Business Bronx NY 09/2017 05/2021
Unemployed Beechwood OH 01/2011 08/2017
Saint Ignatius High School Cleveland OH 08/2013 06/2017
Fidelity Investments Merrimack NH 12/2021 Present
Five Star Valet Solon OH 05/2015 05/2017
Howard Hanna Real Estate Solon OH 06/2017 08/2017
Fidelity Investments Boston MA 03/2025 Present
  • 04/2020 → 08/2020
    American Construction Group
    Boston Heights, OH
  • 07/2021 → 11/2021
    Equitable Advisors, Llc
    New York, NY
  • 05/2019 → 08/2019
    Watervale Equity Partners
    Beachwood, OH
  • 09/2017 → 05/2021
    Fordham University/Gabelli School Of Business
    Bronx, NY
  • 01/2011 → 08/2017
    Unemployed
    Beechwood, OH
  • 08/2013 → 06/2017
    Saint Ignatius High School
    Cleveland, OH
  • 12/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 05/2015 → 05/2017
    Five Star Valet
    Solon, OH
  • 06/2017 → 08/2017
    Howard Hanna Real Estate
    Solon, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-19
  • S66 Uniform Combined State Law Examination
    2021-10-19
Other Names
  • Patrick Viancourt

View on SEC IAPD

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