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Todd P. Patton

Strategic Advisers LLC

Morristown, NJ

Ridgewood, NJ

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • NJ RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

35 Morris Street, Morristown, NJ 07960-3919 • United States

Ridgewood, NJ • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Proper Kitchen Ridgewood NJ 02/2012 02/2018
Ubs Financial Services Weehawken NJ 02/2018 09/2021
Fidelity Investments Morristown NJ 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2012 → 02/2018
    The Proper Kitchen
    Ridgewood, NJ
  • 02/2018 → 09/2021
    Ubs Financial Services
    Weehawken, NJ
  • 09/2021 → Present
    Fidelity Investments
    Morristown, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-05-13
S63 Uniform Securities Agent State Law Examination 1990-10-25
  • S66 Uniform Combined State Law Examination
    2021-05-13
  • S63 Uniform Securities Agent State Law Examination
    1990-10-25
Other Names
  • Todd P Patton
  • Todd Philip Patton
  • Todd Patton

View on SEC IAPD

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