Sean Patterson

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-09-16

TX RA
APPROVED

Since 2025-09-16

Branch Locations

Fort Worth, TX • United States

One Destiny Way, Westlake, TX 76262-8103 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Fidelity Investments	Westlake	TX	07/2022	Present
Erie Roofing	Dallas	TX	05/2022	07/2022
Unemployed	Ft Worth	TX	03/2022	05/2022
Mr Cooper	Lewisville	TX	08/2021	03/2022
United Auto Credit Corp	Haltom	TX	07/2021	08/2021
Texas Toyota	Grapevine	TX	07/2018	07/2021
Elite Suites	Southlake	TX	11/2015	07/2018

07/2022 → Present

Fidelity Investments

Westlake, TX
05/2022 → 07/2022

Erie Roofing

Dallas, TX
03/2022 → 05/2022

Unemployed

Ft Worth, TX
08/2021 → 03/2022

Mr Cooper

Lewisville, TX
07/2021 → 08/2021

United Auto Credit Corp

Haltom, TX
07/2018 → 07/2021

Texas Toyota

Grapevine, TX
11/2015 → 07/2018

Elite Suites

Southlake, TX

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-08-28
S63	Uniform Securities Agent State Law Examination	2023-10-06

S66 Uniform Combined State Law Examination

2025-08-28
S63 Uniform Securities Agent State Law Examination

2023-10-06

Other Names

Sean Wesley Patterson

View on SEC IAPD

More in Fort Worth, TX

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor