Dominic Patti

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
MD	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

MD RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

610 York Road, Towson, MD 21204-4102 • United States

Towson, MD • 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

Organization	City	State	From	To
T Rowe Price	Owings Mills	MD	04/2019	05/2020
The Rich Group	Monkton	MD	08/2018	04/2019
Longs Drugs	Columbia	SC	11/2017	08/2018
University Of South Carolina	Columbia	SC	08/2014	12/2018
Blades	Baltimore	MD	06/2014	08/2018
Fidelity Brokerage Services	Towson	MD	05/2020	Present
Fidelity Investments	Boston	MA	03/2025	Present

04/2019 → 05/2020

T Rowe Price

Owings Mills, MD
08/2018 → 04/2019

The Rich Group

Monkton, MD
11/2017 → 08/2018

Longs Drugs

Columbia, SC
08/2014 → 12/2018

University Of South Carolina

Columbia, SC
06/2014 → 08/2018

Blades

Baltimore, MD
05/2020 → Present

Fidelity Brokerage Services

Towson, MD
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2022-05-05 → 2025-03-31

Fidelity Personal And Workplace Advisors

Towson, MD

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2021-03-08
S63	Uniform Securities Agent State Law Examination	2020-02-07

S66 Uniform Combined State Law Examination

2021-03-08
S63 Uniform Securities Agent State Law Examination

2020-02-07

Designations

Other Names

Dominic Louis Patti

View on SEC IAPD

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