Patrick W. Saunders
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered 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 InvestmentsJan 2026 to now
- Brown Brothers HarrimanDec 2023 to Jan 2026
- The Country ClubMay 2023 to Dec 2023
- Boston Golf ClubApr 2022 to May 2023
- Myopia Hunt ClubApr 2021 to Oct 2021
- Grove XxiiiNov 2020 to Apr 2023
- Everglades ClubOct 2019 to Apr 2020
- Weston Golf ClubMay 2019 to Oct 2020
- Jupiter Island ClubNov 2017 to Apr 2018
- Nantucket Golf ClubMay 2017 to Oct 2018
- Ocean Reef ClubNov 2016 to Apr 2019
- Cold Spring Country ClubMay 2016 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (RI).
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
- 8215537
- Firm CRD
- 104555