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Robert Patten Williams

Strategic Advisers LLC

Jacksonville, FL

St Johns, FL

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

4601 Touchton Rd East, Bldg 400, Jacksonville, FL 32246-4484 • United States

St Johns, FL • 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
Clubup Davidson NC 06/2018 08/2020
First Tee North Florida St Augustine FL 05/2021 09/2021
Caddiemaster Ponte Vedra Beach FL 09/2021 01/2022
Unemployed Davidson NC 05/2012 08/2017
College Education: Flagler College St Augustine FL 08/2017 05/2021
Continued Education: Unc Charlotte Charlotte NC 11/2021 05/2022
Fidelity Investments Jacksonville FL 05/2022 Present
Community School Of Davidson Davidson NC 05/2012 05/2017
Postmates Davidson NC 05/2018 05/2020
Buckit Outfitters Davidson NC 01/2019 01/2020
Fidelity Investments Boston MA 03/2025 Present
  • 06/2018 → 08/2020
    Clubup
    Davidson, NC
  • 05/2021 → 09/2021
    First Tee North Florida
    St Augustine, FL
  • 09/2021 → 01/2022
    Caddiemaster
    Ponte Vedra Beach, FL
  • 05/2012 → 08/2017
    Unemployed
    Davidson, NC
  • 08/2017 → 05/2021
    College Education: Flagler College
    St Augustine, FL
  • 11/2021 → 05/2022
    Continued Education: Unc Charlotte
    Charlotte, NC
  • 05/2022 → Present
    Fidelity Investments
    Jacksonville, FL
  • 05/2012 → 05/2017
    Community School Of Davidson
    Davidson, NC
  • 05/2018 → 05/2020
    Postmates
    Davidson, NC
  • 01/2019 → 01/2020
    Buckit Outfitters
    Davidson, NC
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-04-25 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Jacksonville, FL
Other Businesses

OBA-130685|OrgNmn:Golf Tournaments|Org Addr:St Johns,Florida,US|OBA Nature:Golf tournaments|Invst Rel:N|Title:Semi-Pro Golfer|Duties:Play golf|StrtDt:06-19-26|TotHrs/mon:10|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-22
S63 Uniform Securities Agent State Law Examination 2022-10-04
  • S66 Uniform Combined State Law Examination
    2024-04-22
  • S63 Uniform Securities Agent State Law Examination
    2022-10-04
Other Names
  • Patten Williams

View on SEC IAPD

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Mia Victoria Greenfield
MICHAEL LOUIS ELLIS

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SANCHEZ WEALTH MANAGEMENT GROUP, LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
LPL FINANCIAL LLC · JACKSONVILLE, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
J.P. MORGAN SECURITIES LLC · Jacksonville, FL
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