Patrick J. Robertson

STRATEGIC WEALTH MANAGEMENT LLC

SOUTH NATICK, MA 01760

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CRD#: 2005392

Professional summary

Patrick James Robertson, who also goes by Patrick James Rebertson, is a registered financial advisor currently at STRATEGIC WEALTH MANAGEMENT LLC located in South Natick, Massachusetts and DAI SECURITIES, LLC located in Atlanta, Georgia.

Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Patrick has worked at 16 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patrick James Rebertson

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.

1) GREYHOUND FINANCIAL; POSITION: Sales NATURE: Sales of fixed life insurance and annuities INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 15 START DATE: 11/01/1989 ADDRESS: 1513 TERRA VERDE WAY, OCOEE, FL 34761 DESCRIPTION: Sales of fixed life insurance and annuities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick James Robertson'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®

None

Experience

Current

October 22, 2025 - Present

STRATEGIC WEALTH MANAGEMENT LLC

Office #1: 8 Pleasant St 2b, South Natick, MA 01760

RIA

CRD#: 335792

SOUTH NATICK, MA

Current

October 21, 2025 - Present

DAI SECURITIES, LLC

Office #1: 2800 Century Parkway Ne Suite 650, Atlanta, GA 30345

CRD#: 36673

Atlanta, GA

Past

June 14, 2024 - October 22, 2025

OSAIC WEALTH, INC.

RIA

CRD#: 23131

OCOEE, FL

Past

June 14, 2024 - October 22, 2025

OSAIC WEALTH, INC.

CRD#: 23131

OCOEE, FL

Past

December 6, 2019 - June 14, 2024

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

OCOEE, FL

Past

October 2, 2018 - February 3, 2020

THE PATRIOT FINANCIAL GROUP, LLC

RIA

CRD#: 172470

Orlando, FL

Past

September 26, 2018 - June 14, 2024

SECURITIES AMERICA, INC.

CRD#: 10205

OCOEE, FL

Past

September 8, 2015 - September 25, 2018

PACKERLAND BROKERAGE SERVICES, INC.

RIA

CRD#: 37031

Danvers, MA

Past

September 8, 2015 - September 25, 2018

PACKERLAND BROKERAGE SERVICES, INC.

CRD#: 37031

Danvers, MA

Past

January 3, 2011 - September 4, 2015

CENTAURUS FINANCIAL, INC.

RIA

CRD#: 30833

DEDHAM, MA

Past

January 3, 2011 - September 4, 2015

CENTAURUS FINANCIAL, INC.

CRD#: 30833

DEDHAM, MA

Past

July 6, 2006 - December 31, 2010

INVESTORS CAPITAL CORP.

RIA

CRD#: 30613

HOLLISTON, MA

Past

June 24, 2005 - December 31, 2010

INVESTORS CAPITAL CORP.

CRD#: 30613

LYNNFIELD, MA

Past

April 17, 2000 - July 14, 2005

DAVINCI CAPITAL MANAGEMENT, INC.

CRD#: 46897

CAMBRIDGE, MA

Past

July 1, 1999 - April 17, 2000

OSAIC INSTITUTIONS, INC.

CRD#: 35371

MERIDEN, CT

Past

January 13, 1998 - June 30, 1999

GUARANTY BROKERAGE SERVICES, INC.

CRD#: 23302

ST. CLOUD, MN

Past

December 2, 1996 - January 21, 1998

FFP SECURITIES, INC.

CRD#: 16337

CHESTERFIELD, MO

Past

December 15, 1995 - December 9, 1996

1717 CAPITAL MANAGEMENT COMPANY

CRD#: 4082

NEWARK, DE

Past

November 24, 1989 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Past

November 24, 1989 - January 11, 1996

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

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.

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

California
(10/21/2025)

Connecticut
(10/21/2025)

Florida
(10/21/2025)

Georgia
(10/21/2025)

Illinois
(10/21/2025)

Maine
(10/21/2025)

Massachusetts
(10/21/2025)

IAR

Massachusetts
(10/22/2025)

Michigan
(10/21/2025)

New Hampshire
(10/21/2025)

New York
(10/21/2025)

Oregon
(10/21/2025)

South Carolina
(10/21/2025)

Utah
(10/21/2025)

Virginia
(10/21/2025)

Washington
(10/21/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/9/2006

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/21/1990

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 11/22/1989

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

Current Firm

STRATEGIC WEALTH MANAGEMENT LLC

STRATEGIC WEALTH MANAGEMENT LLC | STRATEGIC WEALTH MANAGEMENT, LLC

CRD#: 335792 / SEC#:

Florida

Registered Investment Advisory firm - (11/7/2025 Approved)

Massachusetts

Registered Investment Advisory firm - (8/26/2025 Approved)

Texas

Registered Investment Advisory firm - (10/7/2025 Conditional Restricted)

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Contact information

Main Address

8 Pleasant St 2b, South Natick, MA 01760

Mailing Address

Phone number

(508) 654-5562

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Patrick J. Robertson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patrick James Robertson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAI SECURITIES, LLC

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

SECURITIES AMERICA ADVISORS, INC.

THE PATRIOT FINANCIAL GROUP, LLC

SECURITIES AMERICA, INC.

PACKERLAND BROKERAGE SERVICES, INC.

PACKERLAND BROKERAGE SERVICES, INC.

CENTAURUS FINANCIAL, INC.

CENTAURUS FINANCIAL, INC.

INVESTORS CAPITAL CORP.

INVESTORS CAPITAL CORP.

DAVINCI CAPITAL MANAGEMENT, INC.

OSAIC INSTITUTIONS, INC.

GUARANTY BROKERAGE SERVICES, INC.

FFP SECURITIES, INC.

1717 CAPITAL MANAGEMENT COMPANY

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

PRUCO SECURITIES, LLC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/9/2006

Series 63

Date: 3/21/1990

SIE

Date: 10/1/2018

Series 6

Date: 11/22/1989

FINRA

Current Firm

STRATEGIC WEALTH MANAGEMENT LLC

Contact information

Documents

Red Flags

Company Information

STRATEGIC WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

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