Patrick Anderson

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-03-31
TX	RA	APPROVED_RES	2025-03-31

CA RA
APPROVED

Since 2025-03-31
TX RA
APPROVED_RES

Since 2025-03-31

Branch Locations

Huntington Beach, CA • United States

27101 Puerta Real Ste 160, Mission Viejo, CA 92691-8536 • 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 No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Thrivent Investment Management Inc	St Louis Park	MN	06/2013	12/2016
Thrivent Financial For Lutherans	Appleton	WI	01/2014	12/2016
Fidelity Brokerage Services Llc	Mission Viejo	CA	12/2016	Present
Fidelity Personal And Workplace Advisors	Boston	MA	07/2018	Present
Fidelity Investments	Boston	MA	03/2025	Present

06/2013 → 12/2016

Thrivent Investment Management Inc

St Louis Park, MN
01/2014 → 12/2016

Thrivent Financial For Lutherans

Appleton, WI
12/2016 → Present

Fidelity Brokerage Services Llc

Mission Viejo, CA
07/2018 → Present

Fidelity Personal And Workplace Advisors

Boston, MA
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2018-07-13 → 2025-03-31

Fidelity Personal And Workplace Advisors

Boston, MA

Mission Viejo, CA

Huntington Beach, CA
2017-01-17 → 2018-07-13

Strategic Advisers Llc

Mission Viejo, CA

Irvine, CA
2013-11-18 → 2016-12-08

Thrivent Investment Management Inc.

Golden Valley, MN

St Louis Park, MN

Buffalo, MN

Other Businesses

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2013-10-23

S66 Uniform Combined State Law Examination

2013-10-23

Other Names

Patrick William Anderson
Patrick Anderson

View on SEC IAPD