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Patrick Michael Van Sant

Strategic Advisers LLC

Covington, KY

Ft. Mitchell, KY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Ft. Mitchell, KY • 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
Fidelity Investments Covington KY 03/2023 Present
360 American Title Company Lakeside Park KY 01/2021 03/2023
Unemployed Covington KY 09/2020 01/2021
Asplundh Tree Experts Golden CO 06/2016 09/2020
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Covington, KY
  • 01/2021 → 03/2023
    360 American Title Company
    Lakeside Park, KY
  • 09/2020 → 01/2021
    Unemployed
    Covington, KY
  • 06/2016 → 09/2020
    Asplundh Tree Experts
    Golden, CO
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-08-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
    Ft. Mitchell, KY
Other Businesses

OBA-119510|OrgNmn:Coach|Org Addr:Park Hills,Kentucky,US|OBA Nature:Assistant coach|Invst Rel:N|Title:Assistant coach|Duties:Coach|StrtDt:|TotHrs/mon:10|TrdHrs/mon:0|OBA-97801|OrgNmn:Independent Contractor|Org Addr:Ft. Mitche,Kentucky,US|OBA Nature:Tree Services|Invst Rel:N|Title:Independent Contractor|Duties:Client correspondence, and project completion.|StrtDt:09-20-20|TotHrs/mon:5|TrdHrs/mon:0|OBA-105602|OrgNmn:3551 Rawson Pl LLC|Org Addr:Fort Mitch,Kentucky,US|OBA Nature:Rental Property|Invst Rel:Y|Title:Officer|Duties:N/A. I have a property manager.|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-09
S63 Uniform Securities Agent State Law Examination 2023-09-14
  • S66 Uniform Combined State Law Examination
    2024-08-09
  • S63 Uniform Securities Agent State Law Examination
    2023-09-14
Other Names
  • Patrick Michael Van Sant
  • Patrick Van Sant

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · COVINGTON, KY
STRATEGIC ADVISERS LLC · COVINGTON, KY
PNC WEALTH MANAGEMENT LLC · FORT MITCHELL, KY
STATE FARM INVESTMENT MANAGEMENT CORP. · Fort Mitchell, KY
ROBERT W. BAIRD & CO. INCORPORATED · Fort Wright, KY
EP WEALTH ADVISORS · Fort Wright, KY
DEAN DORTON WEALTH MANAGEMENT, LLC · FORT WRIGHT, KY
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