Patrick C. Recker
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMay 2026 to now
- Fidelity InvestmentsFeb 2026 to now
- Crexi LLCJul 2024 to Jan 2026
- UnemployedApr 2024 to Jul 2024
- Keenan FinancialAug 2023 to Apr 2024
- Chips Place LLCOct 2022 to Jun 2023
- Tradesman Contracting LLCJun 2022 to Aug 2022
- ST. Lawrence UniversityOct 2021 to May 2022
- Sankaty Head Golf ClubSep 2020 to Sep 2021
- ST. Lawrence UniversitySep 2019 to Aug 2020
- Woodcrest Dairy LLCMay 2016 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7792083
- Firm CRD
- 104555