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Patrick Norwood

Strategic Advisers LLC

Oak Brook, IL

Glen Ellyn, 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_RES 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

1415 W 22Nd St Oak Brook Reg Twr Stes 100 & 900, Oak Brook, IL 60523-8416 • United States

Glen Ellyn, 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
Advisory Research Inc. Chicago IL 09/2014 07/2017
Piper Jaffray & Co. Chicago IL 09/2014 07/2017
Merrill Lynch, Pierce, Fenner & Smith Incorporated Oak Brook IL 01/2019 02/2022
Usonian Investments Llc Chicago IL 07/2017 01/2019
Fidelity Investments Oak Brook IL 02/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2014 → 07/2017
    Advisory Research Inc.
    Chicago, IL
  • 09/2014 → 07/2017
    Piper Jaffray & Co.
    Chicago, IL
  • 01/2019 → 02/2022
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Oak Brook, IL
  • 07/2017 → 01/2019
    Usonian Investments Llc
    Chicago, IL
  • 02/2022 → Present
    Fidelity Investments
    Oak Brook, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-09-27
  • S66 Uniform Combined State Law Examination
    2018-09-27
Other Names
  • Patrick Norwood
  • Patrick Michael Norwood
  • Patrick M Norwood

View on SEC IAPD

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ALAN P MADEJ
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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC · OAK BROOK, IL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · OAK BROOK, IL
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Oak Brook, IL
WEALTHQUEST CORPORATION · OAK BROOK, IL
ERGAWEALTH ADVISORS, INC. · OAK BROOK, IL
CETERA INVESTMENT ADVISERS LLC · OAK BROOK, IL
LPL FINANCIAL LLC · OAK BROOK, IL

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