Patrick Moss
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCJun 2025 to now
- Fidelity InvestmentsMay 2025 to now
- Slavic Wealth Management, IncJul 2023 to May 2025
- Slavic Mutual Funds Management Corp. dba Slavic 401kJun 2023 to May 2025
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMar 2022 to Jun 2023
- Bank of AmericaJun 2019 to Mar 2022
- Forest Akers Golf CourseJan 2018 to Jun 2019
- Michigan State UniversityAug 2016 to May 2020
- Dunham Hills Golf CourseApr 2015 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (MI, 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
- 7288053
- Firm CRD
- 104555