Patrick Thomas Donovan
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2021 to now
- Big Pig Barbecue and CateringAug 2020 to Aug 2020
- UnemployedJun 2020 to Jul 2020
- Executive Health & Sports CenterDec 2019 to Jan 2020
- Universidad Pablo De OlavideSep 2019 to Dec 2019
- Executive Health and Sports CenterJun 2019 to Aug 2019
- Big Pig Barbecue & CateringMay 2019 to Aug 2019
- New England Small TubeMay 2018 to Aug 2018
- Bryant UniversitySep 2017 to May 2021
- Nashua Country ClubJun 2017 to Aug 2017
- Bishop Guertin High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (NH, RI, 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
- 7403235
- Firm CRD
- 104555