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Patrick Fallis

Strategic Advisers LLC

Marina Del Ray, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Marina Del Ray, CA • 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
Penn Mutual Life Insurance Company Horsham PA 07/2019 08/2020
Hornor, Townsend & Kent, Llc Horsham PA 07/2019 08/2020
Varlamos Pizzeria Seattle WA 06/2018 07/2019
Pacific Modular Inc. Renton WA 03/2017 03/2017
Butler Seattle Seattle WA 03/2016 01/2017
University Of Washington Seattle WA 08/2015 06/2019
Fidelity Brokerage Services Llc Torrance CA 08/2020 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2019 → 08/2020
    Penn Mutual Life Insurance Company
    Horsham, PA
  • 07/2019 → 08/2020
    Hornor, Townsend & Kent, Llc
    Horsham, PA
  • 06/2018 → 07/2019
    Varlamos Pizzeria
    Seattle, WA
  • 03/2017 → 03/2017
    Pacific Modular Inc.
    Renton, WA
  • 03/2016 → 01/2017
    Butler Seattle
    Seattle, WA
  • 08/2015 → 06/2019
    University Of Washington
    Seattle, WA
  • 08/2020 → Present
    Fidelity Brokerage Services Llc
    Torrance, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-04-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Torrance, CA
  • 2020-01-08 → 2020-09-08
    Hornor, Townsend & Kent, Llc
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-09-06
  • S66 Uniform Combined State Law Examination
    2019-09-06
Other Names
  • Patrick Ryan Fallis

View on SEC IAPD

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