Patrick Archer
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCFeb 2026 to now
- Fidelity InvestmentsJul 2025 to now
- Breakaway Wealth ManagementOct 2024 to Jun 2025
- Pace UniversiySep 2024 to May 2025
- Lou & MickeysMay 2024 to Aug 2024
- Pace UniversitySep 2023 to Apr 2024
- Lou & MickeysFeb 2022 to Aug 2023
- Southwestern Community CollegeAug 2021 to Feb 2022
- Rockin Baja LobsterMay 2021 to Aug 2021
- BrigantineJun 2020 to Apr 2021
- Southwestern Community CollegeFeb 2020 to May 2020
- San Francisco State UniversityAug 2019 to Dec 2019
- St Augustine High SchoolAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 7992188
- Firm CRD
- 104555