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Patrick Brennan

Strategic Advisers LLC

Northville, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Northville, MI • 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
The Inn At St.jOhns Plymouth MI 05/2015 09/2017
Lyft Ann Arbor MI 10/2017 05/2018
Dte Energy Detroit MI 05/2018 08/2018
Lyft Ann Arbor MI 09/2018 08/2019
Jets Pizza Ann Arbor MI 10/2020 09/2021
Door Dash Ann Arbor MI 09/2021 09/2022
Newbridge Securities Corporation Waterford MI 12/2021 08/2022
Central Michigan University Mt Pleasant MI 09/2015 05/2017
Eastern Michigan University Ypsilanti MI 05/2017 05/2021
Fidelity Investments Westlake TX 09/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2015 → 09/2017
    The Inn At St.jOhns
    Plymouth, MI
  • 10/2017 → 05/2018
    Lyft
    Ann Arbor, MI
  • 05/2018 → 08/2018
    Dte Energy
    Detroit, MI
  • 09/2018 → 08/2019
    Lyft
    Ann Arbor, MI
  • 10/2020 → 09/2021
    Jets Pizza
    Ann Arbor, MI
  • 09/2021 → 09/2022
    Door Dash
    Ann Arbor, MI
  • 12/2021 → 08/2022
    Newbridge Securities Corporation
    Waterford, MI
  • 09/2015 → 05/2017
    Central Michigan University
    Mt Pleasant, MI
  • 05/2017 → 05/2021
    Eastern Michigan University
    Ypsilanti, MI
  • 09/2022 → Present
    Fidelity Investments
    Westlake, TX
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Ypsilanti, MI
  • 2022-06-13 → 2022-08-22
    Nfsg Corporation
    Waterford, MI
    Boca Raton, FL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-18
  • S66 Uniform Combined State Law Examination
    2022-03-18
Other Names
  • Patrick Donald Brennan
  • Patrick Brennan

View on SEC IAPD

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