Patrick William Viancourt
Investment adviser representative at Strategic Advisers LLC
15 yearsExperience
3 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2021 to now
- Equitable Advisors, LLCJul 2021 to Nov 2021
- American Construction GroupApr 2020 to Aug 2020
- Watervale Equity PartnersMay 2019 to Aug 2019
- Fordham University/gabelli School of BusinessSep 2017 to May 2021
- Howard Hanna Real EstateJun 2017 to Aug 2017
- Five Star ValetMay 2015 to May 2017
- Saint Ignatius High SchoolAug 2013 to Jun 2017
- UnemployedJan 2011 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, 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
- 7397019
- Firm CRD
- 104555