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Ryan Patton

Strategic Advisers LLC

Ponte Vedra Beach, FL

Jacksonville, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Ponte Vedra Beach, FL • United States

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • 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
401K Generation Lake Mary FL 08/2017 01/2019
Fidelity Brokerage Services Llc Jacksonville FL 04/2019 Present
Capital Office Products Daytona Beach FL 05/2014 03/2017
Unemployed Daytona Beach FL 04/2017 07/2017
University Of North Florida Jacksonville FL 08/2012 12/2016
University Of Central Florida Orlando FL 08/2017 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 01/2019
    401K Generation
    Lake Mary, FL
  • 04/2019 → Present
    Fidelity Brokerage Services Llc
    Jacksonville, FL
  • 05/2014 → 03/2017
    Capital Office Products
    Daytona Beach, FL
  • 04/2017 → 07/2017
    Unemployed
    Daytona Beach, FL
  • 08/2012 → 12/2016
    University Of North Florida
    Jacksonville, FL
  • 08/2017 → 08/2018
    University Of Central Florida
    Orlando, FL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-09-08 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-12735|OrgNmn:Caps office build LLC|Org Addr:Daytona Be,Florida,US|OBA Nature:Real estate|Invst Rel:Y|Title: Part Owner|Duties:Talking with Real estate agents about renting the properties, talking to tenants and clearing up debris on property|StrtDt:01-01-17|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-06
S63 Uniform Securities Agent State Law Examination 2019-07-08
  • S66 Uniform Combined State Law Examination
    2021-08-06
  • S63 Uniform Securities Agent State Law Examination
    2019-07-08
Other Names
  • Ryan Thomas Patton
  • Ryan Patton

View on SEC IAPD

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