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Patrick M. Wald

Strategic Advisers LLC

Lake Forest, IL

Highland Park, 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

Lake Forest, IL • United States

1 Skokie Valley Road, Highland Park, IL 60035-4401 • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Rolling Meadows IL 08/2017 08/2020
St. Olaf Northfield MN 08/2016 08/2017
Merrill Lynch Lake Forest IL 08/2020 04/2024
Fidelity Investments Highland Park IL 04/2024 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 08/2020
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Rolling Meadows, IL
  • 08/2016 → 08/2017
    St. Olaf
    Northfield, MN
  • 08/2020 → 04/2024
    Merrill Lynch
    Lake Forest, IL
  • 04/2024 → Present
    Fidelity Investments
    Highland Park, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-11-11
  • S66 Uniform Combined State Law Examination
    2017-11-11
Other Names
  • Patrick Wald
  • Patrick Michael Wald
  • Patrick M Wald

View on SEC IAPD

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