Patrick Riley
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 LLCJan 2026 to now
- Fidelity InvestmentsAug 2025 to now
- Laurel Hill LandscapingJun 2025 to Aug 2025
- University of New HampshireSep 2024 to May 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- University of New HampshireSep 2023 to May 2024
- Laurel Hill LandscapingJun 2023 to Aug 2023
- University of New HampshireSep 2022 to May 2023
- Laurel Hills LandscapingJun 2022 to Aug 2022
- University of New HampshireSep 2021 to May 2022
- Juniper Hills Golf CourseMay 2021 to Aug 2021
- Westbrough School SystemSep 2020 to Apr 2021
- Juniper Hills Golf CourseMay 2020 to Aug 2020
- Westborough School SystemJan 2020 to May 2020
- Westborough School SystemSep 2019 to Dec 2019
- Papa GinosJul 2019 to Aug 2019
- Westborough School SystemMar 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8152128
- Firm CRD
- 104555