Norman Patrick Sensabaugh

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

• 06/2018 → 10/2018
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Carlsbad, CA
• 07/2017 → 06/2018
  Bank Of America
  Bend, OR
• 09/2016 → 07/2017
  Cellular Sales
  Corvallis, OR
• 02/2014 → 09/2016
  Gnc
  Corvallis, OR
• 09/2014 → 07/2018
  Oregon State University
  Corvallis, OR
• 08/2016 → 09/2016
  Career Emplyment Professionals
  Corvallis, OR
• 08/2018 → 10/2018
  Bank Of America, N.A.
  Carlsbad, CA
• 10/2018 → 02/2019
  Unemployed
  Eugene, OR
• 02/2019 → 09/2019
  U.S. Bank
  Portland, OR
• 10/2019 → Present
  Fidelity Brokerage Services Llc
  Greenwood Village, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2020-04-29 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Greenwood Village, CO

Exams

• S66 Uniform Combined State Law Examination
  2020-03-12

Other Names

• Norman Sensabaugh
• Norman Patrick Sensabaugh
• Patrick Sensabaugh
• Norman Patrick Sensabaugh