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Patrick Mueller

Strategic Advisers LLC

Salt Lake City, UT

Salt Lake City, UT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-07-10
TX RA APPROVED 2025-07-09
  • UT RA
    APPROVED
    Since 2025-07-10
  • TX RA
    APPROVED
    Since 2025-07-09

Branch Locations

Salt Lake City, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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
Unemployed Portland OR 05/2020 06/2021
Sprouts Farmers Market Salt Lake City UT 06/2021 08/2021
Full-Time Education Portland OR 01/2014 05/2020
Fidelity Investments Salt Lake City UT 05/2024 Present
University Of Utah - David Eccles School Of Business Salt Lake City UT 08/2021 05/2024
  • 05/2020 → 06/2021
    Unemployed
    Portland, OR
  • 06/2021 → 08/2021
    Sprouts Farmers Market
    Salt Lake City, UT
  • 01/2014 → 05/2020
    Full-Time Education
    Portland, OR
  • 05/2024 → Present
    Fidelity Investments
    Salt Lake City, UT
  • 08/2021 → 05/2024
    University Of Utah - David Eccles School Of Business
    Salt Lake City, UT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-06-27
S63 Uniform Securities Agent State Law Examination 2024-09-30
  • S66 Uniform Combined State Law Examination
    2025-06-27
  • S63 Uniform Securities Agent State Law Examination
    2024-09-30

View on SEC IAPD

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