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Patrick C. Recker

Strategic Advisers LLC

Pasadena, CA

Los Angeles, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-08-14
CA RA APPROVED 2026-05-21
  • TX RA
    APPROVED_RES
    Since 2026-08-14
  • CA RA
    APPROVED
    Since 2026-05-21

Branch Locations

123-127 South Lake Ave., Pasadena, CA 91101-2604 • United States

Los Angeles, CA • 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
Chips Place Llc Hannawa Falls NY 10/2022 06/2023
Keenan Financial Boston MA 08/2023 04/2024
Tradesman Contracting Llc Rensselaer Falls NY 06/2022 08/2022
Sankaty Head Golf Club Siasconset MA 09/2020 09/2021
Woodcrest Dairy Llc Lisbon NY 05/2016 08/2019
St. Lawrence University Canton NY 09/2019 08/2020
St. Lawrence University Canton NY 10/2021 05/2022
Unemployed Los Angeles CA 04/2024 07/2024
Crexi Llc Los Angeles CA 07/2024 01/2026
Fidelity Investments Pasadena CA 02/2026 Present
  • 10/2022 → 06/2023
    Chips Place Llc
    Hannawa Falls, NY
  • 08/2023 → 04/2024
    Keenan Financial
    Boston, MA
  • 06/2022 → 08/2022
    Tradesman Contracting Llc
    Rensselaer Falls, NY
  • 09/2020 → 09/2021
    Sankaty Head Golf Club
    Siasconset, MA
  • 05/2016 → 08/2019
    Woodcrest Dairy Llc
    Lisbon, NY
  • 09/2019 → 08/2020
    St. Lawrence University
    Canton, NY
  • 10/2021 → 05/2022
    St. Lawrence University
    Canton, NY
  • 04/2024 → 07/2024
    Unemployed
    Los Angeles, CA
  • 07/2024 → 01/2026
    Crexi Llc
    Los Angeles, CA
  • 02/2026 → Present
    Fidelity Investments
    Pasadena, CA
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2026-05-18
S65 Uniform Investment Adviser Law Examination 2023-07-29
  • S63 Uniform Securities Agent State Law Examination
    2026-05-18
  • S65 Uniform Investment Adviser Law Examination
    2023-07-29
Other Names
  • Patrick Recker
  • Patrick Charles Recker

View on SEC IAPD

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Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

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