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Patrick T Dunne

Strategic Advisers LLC

Tysons Corner, VA

Great Falls, VA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

1861 International Dr Suite 100, Tysons Corner, VA 22102-4410 • United States

Great Falls, VA • 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
First Empire Securities, Inc. Vienna VA 05/1991 03/2019
Stifel, Nicolaus & Company, Incorporated Hauppauge NY 03/2019 06/2019
Fidelity Brokerage Services Llc Reston VA 01/2020 Present
Unemployed Hauppauge NY 07/2019 01/2020
Fidelity Investments Boston MA 03/2025 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-30
S63 Uniform Securities Agent State Law Examination 1990-11-02
  • 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

View on SEC IAPD

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