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Ryan Fitzpatrick

Investment adviser representative at Strategic Advisers LLC
13 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

13 years in the industry.

  1. Strategic Advisers LLCMar 2025 to now
  2. Fidelity InvestmentsJul 2023 to now
  3. MFS InvestmentsJun 2022 to Aug 2022
  4. Lifetime FitnessJun 2021 to Dec 2021
  5. University of Massachusetts AmherstSep 2019 to Jun 2023
  6. Wakefield Youth Lacrosse Camp (amercial Civic Center)Jul 2019 to Aug 2019
  7. Arbella Insurance GroupJun 2019 to Aug 2019
  8. Piece By Piece Moving and Storage CompanyNov 2018 to Apr 2019
  9. Williston Northampton SchoolSep 2018 to Jun 2019
  10. Wakefield Youth Lacrosse Camp (amercial Civic Center)Jul 2018 to Aug 2018
  11. Advanced Placement Sports (new England Twister)Jun 2018 to Sep 2018
  12. Wakefield AcademyNov 2016 to Mar 2017
  13. Wakefield Memorial High SchoolSep 2014 to Jun 2018
  14. Full-time Education (student At Wakefield Memorial High School)Jul 2013 to Nov 2016

Exams passed

  • Series 66 · Uniform Combined State Law2023

State registrations

Registered as an investment adviser representative in 2 states (MA, 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
7781845
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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