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Patrick Meyer

Strategic Advisers LLC

Redondo Beach, CA

Santa Monica, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Redondo Beach, CA • United States

1200 Wilshire Blvd, Santa Monica, CA 90403-5407 • 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
Mcadam Llc Jersey City NJ 10/2014 05/2017
Purshe Kaplan Sterling Investments Albany NY 03/2016 05/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Los Angeles CA 05/2017 06/2022
Bank Of America, N.A. Los Angeles CA 05/2017 06/2022
Fidelity Investments Santa Monica CA 08/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2014 → 05/2017
    Mcadam Llc
    Jersey City, NJ
  • 03/2016 → 05/2017
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 05/2017 → 06/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Los Angeles, CA
  • 05/2017 → 06/2022
    Bank Of America, N.A.
    Los Angeles, CA
  • 08/2022 → Present
    Fidelity Investments
    Santa Monica, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-10-26 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Santa Monica, CA
  • 2017-05-30 → 2022-06-09
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Los Angeles, CA
    Culver City, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
  • 2016-07-13 → 2017-05-30
    Mcadam Llc
    Jersey City, NJ
    Radnor, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-06-28
  • S66 Uniform Combined State Law Examination
    2016-06-28
Other Names
  • Patrick Benjamin Meyer
  • Patrick Meyer

View on SEC IAPD

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