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Bryce Patrick

Strategic Advisers LLC

Cuyahoga Falls, OH

Westlake, OH

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

Cuyahoga Falls, OH • United States

1800 Crocker Road, Westlake, OH 44145-6958 • 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
College North Canton OH 08/2015 04/2019
Ey Cleveland OH 09/2019 06/2021
Rsm Cleveland OH 07/2021 11/2021
Beaver Excavating Canton OH 06/2016 08/2017
Live Nation - Blossom Music Center Cuyahoga Falls OH 05/2017 09/2018
School Transition Cuyahoga Falls OH 04/2019 09/2019
Fidelity Investments Orange OH 06/2024 Present
Ey Cleveland OH 11/2021 05/2024
Fortec Medical Hudson OH 06/2018 08/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → 04/2019
    College
    North Canton, OH
  • 09/2019 → 06/2021
    Ey
    Cleveland, OH
  • 07/2021 → 11/2021
    Rsm
    Cleveland, OH
  • 06/2016 → 08/2017
    Beaver Excavating
    Canton, OH
  • 05/2017 → 09/2018
    Live Nation - Blossom Music Center
    Cuyahoga Falls, OH
  • 04/2019 → 09/2019
    School Transition
    Cuyahoga Falls, OH
  • 06/2024 → Present
    Fidelity Investments
    Orange, OH
  • 11/2021 → 05/2024
    Ey
    Cleveland, OH
  • 06/2018 → 08/2018
    Fortec Medical
    Hudson, OH
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-09-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cuyahoga Falls, OH
    Orange, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-26
  • S66 Uniform Combined State Law Examination
    2024-08-26

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