Best Investors Account Sign in
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2026-05-21
  • RI RA
    APPROVED
    Since 2026-05-21

Branch Locations

10 Memorial Boulevard, Providence, RI 02903-1160 • United States

Barrington, RI • 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
Weston Golf Club Weston MA 05/2019 10/2020
Nantucket Golf Club Siasconset MA 05/2017 10/2018
Fidelity Investments Providence RI 01/2026 Present
Ocean Reef Club Key Largo FL 11/2016 04/2019
Myopia Hunt Club Hamilton MA 04/2021 10/2021
Cold Spring Country Club Huntington NY 05/2016 11/2016
Brown Brothers Harriman Boston MA 12/2023 01/2026
Everglades Club Palm Beach FL 10/2019 04/2020
Boston Golf Club Hingham MA 04/2022 05/2023
Grove Xxiii Hobe Sound FL 11/2020 04/2023
The Country Club Chestnut Hill MA 05/2023 12/2023
Jupiter Island Club Hobe Sound FL 11/2017 04/2018
  • 05/2019 → 10/2020
    Weston Golf Club
    Weston, MA
  • 05/2017 → 10/2018
    Nantucket Golf Club
    Siasconset, MA
  • 01/2026 → Present
    Fidelity Investments
    Providence, RI
  • 11/2016 → 04/2019
    Ocean Reef Club
    Key Largo, FL
  • 04/2021 → 10/2021
    Myopia Hunt Club
    Hamilton, MA
  • 05/2016 → 11/2016
    Cold Spring Country Club
    Huntington, NY
  • 12/2023 → 01/2026
    Brown Brothers Harriman
    Boston, MA
  • 10/2019 → 04/2020
    Everglades Club
    Palm Beach, FL
  • 04/2022 → 05/2023
    Boston Golf Club
    Hingham, MA
  • 11/2020 → 04/2023
    Grove Xxiii
    Hobe Sound, FL
  • 05/2023 → 12/2023
    The Country Club
    Chestnut Hill, MA
  • 11/2017 → 04/2018
    Jupiter Island Club
    Hobe Sound, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-14
  • S66 Uniform Combined State Law Examination
    2026-05-14
Other Names
  • Patrick Saunders

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Providence, RI

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor