Patrick Clarke
Investment adviser representative at Strategic Advisers LLC
14 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2022 to now
- Northwestern Mutual Investment Services LLCApr 2021 to Feb 2022
- Northwestern Mutual Life Insurance CompanyApr 2021 to Feb 2022
- UnemployedMar 2021 to Apr 2021
- Chase BankAug 2019 to Mar 2021
- Wells Fargo Bank NADec 2016 to Aug 2019
- TargetMay 2015 to Dec 2016
- University of West GeorgiaAug 2012 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2018
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Strategic Advisers LLC
$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6975634
- Firm CRD
- 104555