Patrick George Weller

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

• 07/2021 → 08/2021
  Month Off Before College
  Apex, NC
• 04/2022 → 12/2024
  Your Event Source
  Charlotte, NC
• 06/2024 → 08/2024
  Fidelity Investments
  Durham, NC
• 05/2015 → 06/2021
  Wake County Public Schools
  Apex, NC
• 06/2025 → Present
  Fidelity Investments
  Durham, NC
• 05/2022 → 06/2024
  Coach'S Cuts Lawncare
  Holly Springs, NC
• 08/2021 → 05/2025
  University Of South Carolina
  Columbia, SC

Exams

• S66 Uniform Combined State Law Examination
  2026-06-30
• S63 Uniform Securities Agent State Law Examination
  2025-09-11

Other Names

• Patrick Weller