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Patrick Clarke

Strategic Advisers LLC

Atlanta, GA

Dunwoody, GA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Atlanta, GA • United States

127 Perimeter Center West, Dunwoody, GA 30346-1223 • 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
Wells Fargo Bank Na Atlanta GA 12/2016 08/2019
Unemployed Newnan GA 03/2021 04/2021
Chase Bank Fayetteville GA 08/2019 03/2021
Wells Fargo Bank Atlanta GA 12/2016 08/2019
University Of West Georgia Carrollton GA 08/2012 12/2016
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2021 02/2022
Northwestern Mutual Investment Services Llc Atlanta GA 04/2021 02/2022
Target Fayetteville GA 05/2015 12/2016
Fidelity Investments Dunwoody GA 03/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 12/2016 → 08/2019
    Wells Fargo Bank Na
    Atlanta, GA
  • 03/2021 → 04/2021
    Unemployed
    Newnan, GA
  • 08/2019 → 03/2021
    Chase Bank
    Fayetteville, GA
  • 12/2016 → 08/2019
    Wells Fargo Bank
    Atlanta, GA
  • 08/2012 → 12/2016
    University Of West Georgia
    Carrollton, GA
  • 04/2021 → 02/2022
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 04/2021 → 02/2022
    Northwestern Mutual Investment Services Llc
    Atlanta, GA
  • 05/2015 → 12/2016
    Target
    Fayetteville, GA
  • 03/2022 → Present
    Fidelity Investments
    Dunwoody, GA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-19 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Dunwoody, GA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-05
S63 Uniform Securities Agent State Law Examination 2018-10-01
  • S66 Uniform Combined State Law Examination
    2022-12-05
  • S63 Uniform Securities Agent State Law Examination
    2018-10-01
Other Names
  • Patrick Clarke
  • Patrick Darnell Clarke
  • Patrick D Clarke

View on SEC IAPD

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