Patrick T. Dunne
STRATEGIC ADVISERS LLC | Planning Consultant
GREAT FALLS, VA
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CRD#: 1542295
Professional summary
Patrick T Dunne, who also goes by Patrick Thad Dunne, Patrick T Dunne, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Great Falls, Virginia and FIDELITY BROKERAGE SERVICES LLC located in Tysons Corner, Virginia.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1990. Patrick has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 24 exams.
Biography
I believe that having a sound financial plan is one of the most important aspects of planning for the future. As your Planning Consultant, I will partner with you to co-create a customized plan tailored to your various financial goals and needs.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patrick Thad Dunne | Patrick T Dunne
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Patrick T Dunne's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneEducation
St. Bonaventure University
Bachelor of Business Administration - Marketing-Finance
1988
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1861 International Dr Suite 100, Tysons Corner, VA 22102-4410RIA
CRD#: 104555
GREAT FALLS, VA
Current
March 2, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1861 International Dr, Suite 100, Tysons Corner, VA 22102BD
CRD#: 7784
Tysons Corner, VA
Past
July 21, 2022 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
ASHBURN, VA
Past
March 15, 2019 - July 10, 2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED
BD
CRD#: 793
HAUPPAUGE, NY
Past
April 2, 2001 - March 15, 2019
FIRST EMPIRE SECURITIES, INC.
BD
CRD#: 15129
GREAT FALLS, VA
Past
May 29, 1991 - July 18, 2000
FIRST EMPIRE SECURITIES, INC.
BD
CRD#: 15129
HAUPPAUGE, NY
Past
December 10, 1990 - April 29, 1991
DAVID LERNER ASSOCIATES, INC.
BD
CRD#: 5397
SYOSSET, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/31/2025)
RR
Connecticut(2/12/2021)
RR
Delaware(2/12/2021)
RR
District of Columbia(3/2/2020)
RR
Florida(2/12/2021)
RR
Maryland(3/2/2020)
RR
Massachusetts(9/29/2023)
RR
Michigan(12/9/2023)
RR
Nebraska(2/12/2021)
RR
Nevada(2/12/2021)
RR
New Hampshire(2/12/2021)
RR
New Jersey(2/12/2021)
RR
New Mexico(2/12/2021)
RR
New York(3/13/2020)
RR
North Carolina(2/12/2021)
RR
Ohio(2/15/2021)
RR
Pennsylvania(2/12/2021)
RR
South Carolina(2/12/2021)
RR
Tennessee(2/12/2021)
RR
Texas(5/29/2024)
IAR
Texas(3/31/2025)
RR
Vermont(2/12/2021)
RR
Virginia(3/2/2020)
IAR
Virginia(3/31/2025)
RR
Washington(4/8/2025)
RR
West Virginia(2/12/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Planning ConsultantCRD#: 104555Great Falls, VATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
