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Patrick J. Mulvaney

Strategic Advisers LLC

Schaumburg, IL

Chicago, IL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1750 E Golf Road Suite 100, Schaumburg, IL 60173-5835 • United States

Chicago, IL • 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
Student Chicago IL 02/2012 06/2019
One Way Safety Lagrange Park IL 10/2021 01/2022
Legends Indoor Golf Downers Grove IL 01/2022 03/2022
Butler National Oak Brook IL 06/2019 10/2021
Byte Santa Monica CA 11/2019 10/2021
Northwestern Mutual Life Insurance Company Milwaukee WI 04/2022 06/2023
Northwestern Mutual Investment Services Llc Schaumburg IL 06/2022 06/2023
Fidelity Investments Schaumburg IL 06/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 02/2012 → 06/2019
    Student
    Chicago, IL
  • 10/2021 → 01/2022
    One Way Safety
    Lagrange Park, IL
  • 01/2022 → 03/2022
    Legends Indoor Golf
    Downers Grove, IL
  • 06/2019 → 10/2021
    Butler National
    Oak Brook, IL
  • 11/2019 → 10/2021
    Byte
    Santa Monica, CA
  • 04/2022 → 06/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2022 → 06/2023
    Northwestern Mutual Investment Services Llc
    Schaumburg, IL
  • 06/2023 → Present
    Fidelity Investments
    Schaumburg, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-02-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Schaumburg, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-02-05
  • S66 Uniform Combined State Law Examination
    2024-02-05
Other Names
  • Patrick Mulvaney

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
WORLD EQUITY GROUP, INC.
BANKERS LIFE ADVISORY SERVICES, INC.
MARINER INDEPENDENT
NAVARRO ASSET MANAGEMENT, LLC
ASCENTIS INDEPENDENT ADVISORS, LLC

Other Investors

JOHN HERMAN COX
MICHAEL MYLES HARLAN
GREGORY ALLAN KATZMAN
MICHAEL JUDE MASCIOPINTO
CLAIRE MARIE KENT
Michael E Burdick
GEOFFREY THOMAS WHARTON
PAUL PHILLIP KACZMARCZYK

Other Offices

COX FINANCIAL GROUP, LTD. · SCHAUMBURG, IL
CETERA INVESTMENT ADVISERS LLC · SCHAUMBURG, IL
AMERIPRISE FINANCIAL SERVICES, LLC · Schaumburg, IL
WORLD EQUITY GROUP, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · Schaumburg, IL
BANKERS LIFE ADVISORY SERVICES, INC. · SCHAUMBURG, IL
MARINER INDEPENDENT · Schaumburg, IL
NAVARRO ASSET MANAGEMENT, LLC · SCHAUMBURG, IL

More in Schaumburg, IL

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