Meghan Maria Patterson

Strategic Advisers LLC

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
NC	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

NC RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Charlotte, NC • 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

Organization	City	State	From	To
Wells Fargo Advisors, Llc	Gainesville	GA	03/2015	11/2016
Wells Fargo Clearing Services, Llc	Gainesville	GA	11/2016	08/2022
Fidelity Investments	Covington	KY	08/2022	Present
Fidelity Investments	Boston	MA	03/2025	Present

03/2015 → 11/2016

Wells Fargo Advisors, Llc

Gainesville, GA
11/2016 → 08/2022

Wells Fargo Clearing Services, Llc

Gainesville, GA
08/2022 → Present

Fidelity Investments

Covington, KY
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-02-01 → 2025-03-31

Fidelity Personal And Workplace Advisors

Charlotte, NC
2015-05-01 → 2022-08-25

Wells Fargo Clearing Services, Llc

Gainesville, GA

Braselton, GA

Gainesville, GA

Charlotte, NC

St. Louis, MO

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2015-04-30

S66 Uniform Combined State Law Examination

2015-04-30

Other Names

Meghan Price
Meghan Maria Price
Meghan Patterson

View on SEC IAPD

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