Patrick Joseph Parrino

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

• 01/2020 → 04/2021
  T3 Trading Group, Llc
  New York, NY
• 04/2019 → 03/2020
  Ocean Place Resort And Spa
  Long Branch, NJ
• 11/2018 → 02/2019
  Air Management: Heating And Air Conditioning
  Manalipan, NJ
• 02/2018 → 07/2018
  Township Of Neptune Sewerage Authority
  Neptune, NJ
• 04/2016 → 12/2017
  Turner Pest Control
  Atlantic Highlands, NJ
• 04/2020 → 06/2021
  Unemployed
  Neptune, NJ
• 06/2021 → 11/2021
  Equitable Advisors, Llc
  New York, NY
• 08/2018 → 10/2018
  Unemployed
  Neptune, NJ
• 01/2018 → 01/2018
  Unemployed
  Neptune, NJ
• 03/2019 → 03/2019
  Unemployed
  Neptune, NJ
• 11/2021 → 01/2023
  Tfs Securities, Inc.
  Lincroft, NJ
• 02/2023 → Present
  Fidelity Investments
  Manasquan, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-11-28 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Manasquan, NJ
• 2021-12-10 → 2023-03-06
  World Investments, Llc
  Lincroft, NJ
• 2021-10-18 → 2021-11-10
  Equitable Advisors, Llc
  Wall, NJ

Other Businesses

OBA-98265|OrgNmn:Patrick Parrino|Org Addr:Toms River,New Jersey,US|OBA Nature:Selling sports cards on ebay c|Invst Rel:N|Title:no title or position established |Duties:no duties or obligations|StrtDt:04-14-23|TotHrs/mon:8|TrdHrs/mon:0|

Exams

• S66 Uniform Combined State Law Examination
  2021-10-11

Other Names

• Pj Parrino