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Brett Patton

Strategic Advisers LLC

Covington, KY

Cincinnati, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-06-30
OH RA APPROVED 2026-06-30
TX RA APPROVED 2026-06-30
  • KY RA
    APPROVED
    Since 2026-06-30
  • OH RA
    APPROVED
    Since 2026-06-30
  • TX RA
    APPROVED
    Since 2026-06-30

Branch Locations

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

Cincinnati, OH • 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
Altafiber Cincinnati OH 07/2022 10/2023
Jack P. Arkle Financial Services Cincinnati OH 06/2021 08/2021
Fridge & Pantry Oxford OH 05/2021 05/2021
Gaslight Brewhouse Oxford OH 03/2021 04/2021
Tennant Packaging Corporation Springdale OH 12/2020 01/2021
Tennant Packaging Corporation Springdale OH 06/2020 08/2020
Silver Spring House Cincinnati OH 12/2019 01/2020
Silver Spring House Cincinnati OH 06/2019 08/2019
Miami University Oxford OH 08/2018 05/2022
St. Xavier High School Cincinnati OH 08/2014 05/2018
Fidelity Investments Covington KY 10/2023 Present
  • 07/2022 → 10/2023
    Altafiber
    Cincinnati, OH
  • 06/2021 → 08/2021
    Jack P. Arkle Financial Services
    Cincinnati, OH
  • 05/2021 → 05/2021
    Fridge & Pantry
    Oxford, OH
  • 03/2021 → 04/2021
    Gaslight Brewhouse
    Oxford, OH
  • 12/2020 → 01/2021
    Tennant Packaging Corporation
    Springdale, OH
  • 06/2020 → 08/2020
    Tennant Packaging Corporation
    Springdale, OH
  • 12/2019 → 01/2020
    Silver Spring House
    Cincinnati, OH
  • 06/2019 → 08/2019
    Silver Spring House
    Cincinnati, OH
  • 08/2018 → 05/2022
    Miami University
    Oxford, OH
  • 08/2014 → 05/2018
    St. Xavier High School
    Cincinnati, OH
  • 10/2023 → Present
    Fidelity Investments
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-29
S63 Uniform Securities Agent State Law Examination 2024-01-31
  • S66 Uniform Combined State Law Examination
    2026-06-29
  • S63 Uniform Securities Agent State Law Examination
    2024-01-31
Other Names
  • Brett Daniel Patton
  • Brett Patton

View on SEC IAPD

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JAIME MARIE LANHAM
DONALD W STEWART

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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