Patrick T Dunne

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1991 → 03/2019
  First Empire Securities, Inc.
  Vienna, VA
• 03/2019 → 06/2019
  Stifel, Nicolaus & Company, Incorporated
  Hauppauge, NY
• 01/2020 → Present
  Fidelity Brokerage Services Llc
  Reston, VA
• 07/2019 → 01/2020
  Unemployed
  Hauppauge, NY
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-21 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Ashburn, VA

Exams

• S66 Uniform Combined State Law Examination
  2022-06-30
• S63 Uniform Securities Agent State Law Examination
  1990-11-02

Other Names

• Patrick T Dunne
• Patrick Thad Dunne