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Patrick Dunn

Strategic Advisers LLC

Frederick, CO

Greenwood Village, CO

CRD 8215543

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-05-27
TX RA APPROVED 2026-05-27
  • CO RA
    APPROVED
    Since 2026-05-27
  • TX RA
    APPROVED
    Since 2026-05-27

Branch Locations

Frederick, CO • United States

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • 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
Fidelity Investments Greenwood Village CO 01/2026 Present
Buffalo Wild Wings Thornton CO 02/2015 01/2026
Ranch Country Club Westminster CO 08/2020 09/2020
Coldwell Banker Westminster CO 02/2017 10/2020
Front Range Community College Westminster CO 01/2018 08/2023
Firstbank Longmont CO 06/2025 07/2025
Metropoltian State University Of Denver Denver CO 08/2023 12/2025
  • 01/2026 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 02/2015 → 01/2026
    Buffalo Wild Wings
    Thornton, CO
  • 08/2020 → 09/2020
    Ranch Country Club
    Westminster, CO
  • 02/2017 → 10/2020
    Coldwell Banker
    Westminster, CO
  • 01/2018 → 08/2023
    Front Range Community College
    Westminster, CO
  • 06/2025 → 07/2025
    Firstbank
    Longmont, CO
  • 08/2023 → 12/2025
    Metropoltian State University Of Denver
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-20
  • S66 Uniform Combined State Law Examination
    2026-05-20

View on SEC IAPD

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