Patrick Thomas Hughes
Investment adviser representative at Strategic Advisers LLC
13 yearsExperience
3 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Patrick Thomas Hughes? Claim your profile
Contact this firm
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 InvestmentsJul 2021 to now
- UnemploymentJan 2021 to Jun 2021
- Fidelity InvestmentsJun 2020 to Aug 2020
- UpsDec 2019 to Jan 2020
- Abiomed IncorporatedJun 2019 to Aug 2019
- Michael's Harborside RestaurantJun 2019 to Aug 2019
- UpsDec 2018 to Jan 2019
- Michael's Harborside RestaurantJun 2018 to Aug 2018
- UpsDec 2017 to Jan 2018
- University of New HampshireAug 2017 to May 2021
- Michael's Harborside RestaurantMay 2017 to Aug 2017
- Andover High SchoolAug 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (MA, NH, 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
- 7418681
- Firm CRD
- 104555