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Patrick Charles Lia

Strategic Advisers LLC

Morristown, NJ

Morristown, 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

Morristown, NJ • 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
Morgan Stanley New York NY 05/2016 08/2021
Morgan Stanley Private Bank, N.A. New York NY 05/2016 08/2021
Fidelity Investments Morristown NJ 09/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2016 → 08/2021
    Morgan Stanley
    New York, NY
  • 05/2016 → 08/2021
    Morgan Stanley Private Bank, N.A.
    New York, NY
  • 09/2021 → Present
    Fidelity Investments
    Morristown, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Morristown, NJ
  • 2016-08-05 → 2021-08-24
    Morgan Stanley
    Morristown, NJ
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-08-03
  • S66 Uniform Combined State Law Examination
    2016-08-03
Other Names
  • Pat Lia

View on SEC IAPD

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Other Offices

EDWARD JONES · MORRISTOWN, NJ
CIRCLE SQUARED ALTERNATIVE INVESTMENTS, LLC · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
KIELY CAPITAL MANAGEMENT, INC. · MORRISTOWN, NJ
LPL FINANCIAL LLC · MORRISTOWN, NJ
MML INVESTORS SERVICES, LLC · Morristown, NJ
EQUITABLE ADVISORS, LLC · MORRISTOWN, NJ
HIMCO, LLC · MORRISTOWN, NJ

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