Patrick Thomas Donovan

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

• 06/2021 → Present
  Fidelity Investments
  Merrimack, NH
• 09/2017 → 05/2021
  Bryant University
  Smithfield, RI
• 08/2020 → 08/2020
  Big Pig Barbecue And Catering
  Peabody, MA
• 06/2020 → 07/2020
  Unemployed
  Litchfield, NH
• 12/2019 → 01/2020
  Executive Health & Sports Center
  Manchester, NH
• 06/2019 → 08/2019
  Executive Health And Sports Center
  Manchester, NH
• 05/2019 → 08/2019
  Big Pig Barbecue & Catering
  Peabody, MA
• 09/2019 → 12/2019
  Universidad Pablo De Olavide
  Seville
• 05/2018 → 08/2018
  New England Small Tube
  Litchfield, NH
• 06/2017 → 08/2017
  Nashua Country Club
  Nashua, NH
• 08/2013 → 06/2017
  Bishop Guertin High School
  Nashua, NH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-01-10 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Merrimack, NH
  Smithfield, RI

Exams

• S66 Uniform Combined State Law Examination
  2023-01-06
• S63 Uniform Securities Agent State Law Examination
  2021-10-28

Other Names

• Patrick Thomas Donovan
• Patrick Donovan