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Patrick Fitzgerald

Strategic Advisers LLC

Durham, NC

Willow Spring, NC

CRD 7421731

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-04-15
TX RA APPROVED 2025-04-15
  • NC RA
    APPROVED
    Since 2025-04-15
  • TX RA
    APPROVED
    Since 2025-04-15

Branch Locations

100 New Millennium Way, Durham, NC 27709-8204 • United States

Willow Spring, NC • 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 Willow Spring NC 07/2021 Present
Bon Appetit Raleigh NC 08/2016 03/2021
Unemployed Willow Spring NC 03/2021 07/2021
Southern New Hampshire University Manchester NH 02/2016 01/2021
  • 07/2021 → Present
    Fidelity Investments
    Willow Spring, NC
  • 08/2016 → 03/2021
    Bon Appetit
    Raleigh, NC
  • 03/2021 → 07/2021
    Unemployed
    Willow Spring, NC
  • 02/2016 → 01/2021
    Southern New Hampshire University
    Manchester, NH
Other Businesses

OBA-128758|OrgNmn:EPFITZY LLC|Org Addr:Willow Spr,North Caro,US|OBA Nature:Rental Property in Florida|Invst Rel:Y|Title:Sole Proprietor|Duties:nothing I hired Property management group to handle the rental property |StrtDt:12-19-25|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-14
S63 Uniform Securities Agent State Law Examination 2022-04-20
  • S66 Uniform Combined State Law Examination
    2025-04-14
  • S63 Uniform Securities Agent State Law Examination
    2022-04-20
Other Names
  • Patrick Wayne Fitzgerald
  • Patrick Fitzgerald

View on SEC IAPD

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