Robert C. Patton
STRATEGIC ADVISERS LLC | Wealth Management Senior Relationship Manager
MARLBOROUGH, MA
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CRD#: 4496720
Professional summary
Robert Carlton Patton III, CFP®, who also goes by Rob Patton, Robbie Patton, Robert C Patton III, Robert C Patton, Robert Patton, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Marlborough, Massachusetts and FIDELITY BROKERAGE SERVICES LLC located in Framingham, Massachusetts.
Robert is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Robert has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
As your Relationship Manager and your primary advocate at Fidelity, I am committed to helping make working with Fidelity easy for you, your family, and your financial professionals. Whether your focus is on increasing that efficiency or on developing and customizing your wealth plan to meet your family's unique needs, I will support you and communicate openly with you to help work toward your family wealth system goals.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rob Patton | Robbie Patton | Robert C Patton Iii | Robert C Patton | Robert Patton
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 Robert Carlton Patton III'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®
Education
US Coast Guard Academy
Bachelor of Science (BS) - Mathematics and Computer Science
1985
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 405 Cochituate Road, Framingham, MA 01701RIA
CRD#: 104555
MARLBOROUGH, MA
Current
September 19, 2006 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 405 Cochituate Road, Framingham, MA 01701BD
CRD#: 7784
Framingham, MA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
FRAMINGHAM, MA
Past
August 7, 2007 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
FRAMINGHAM, MA
Past
September 2, 2005 - July 14, 2006
FIRST COMMAND BROKERAGE SERVICES, INC.
RIA
CRD#: 3641
NEWPORT, RI
Past
January 4, 2005 - September 2, 2005
FIRST COMMAND BANK
RIA
CRD#: 128851
FORT WORTH, TX
Past
February 5, 2002 - July 14, 2006
FIRST COMMAND BROKERAGE SERVICES, INC.
BD
CRD#: 3641
NEWPORT, RI
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
Alabama(5/6/2008)
RR
Alaska(5/6/2008)
RR
Arizona(5/6/2008)
RR
Arkansas(11/17/2020)
RR
California(5/6/2008)
RR
Colorado(5/6/2008)
RR
Connecticut(9/19/2006)
RR
Delaware(11/17/2020)
RR
District of Columbia(5/6/2008)
RR
Florida(9/19/2006)
RR
Georgia(11/17/2020)
RR
Hawaii(11/17/2020)
RR
Idaho(11/17/2020)
RR
Illinois(5/6/2008)
RR
Indiana(11/17/2020)
RR
Iowa(11/17/2020)
RR
Kansas(11/17/2020)
RR
Kentucky(11/17/2020)
RR
Louisiana(11/17/2020)
RR
Maine(9/19/2006)
IAR
Maine(8/14/2025)
RR
Maryland(5/6/2008)
RR
Massachusetts(9/19/2006)
IAR
Massachusetts(3/31/2025)
RR
Michigan(11/17/2020)
RR
Minnesota(11/17/2020)
RR
Mississippi(11/17/2020)
RR
Missouri(11/17/2020)
RR
Montana(11/17/2020)
RR
Nebraska(11/17/2020)
RR
Nevada(11/17/2020)
RR
New Hampshire(9/19/2006)
RR
New Jersey(5/6/2008)
RR
New Mexico(11/17/2020)
RR
New York(9/19/2006)
RR
North Carolina(11/17/2020)
RR
North Dakota(11/17/2020)
RR
Ohio(11/18/2020)
RR
Oklahoma(11/17/2020)
RR
Oregon(5/6/2008)
RR
Pennsylvania(5/6/2008)
RR
Puerto Rico(1/7/2022)
RR
Rhode Island(11/17/2020)
RR
South Carolina(11/17/2020)
RR
South Dakota(11/17/2020)
RR
Tennessee(5/6/2008)
RR
Texas(11/17/2020)
IAR
Texas(3/31/2025)
RR
Utah(11/17/2020)
RR
Vermont(9/19/2006)
RR
Virgin Islands(11/17/2020)
RR
Virginia(5/6/2008)
RR
Washington(11/17/2020)
RR
West Virginia(11/17/2020)
RR
Wisconsin(11/17/2020)
RR
Wyoming(11/17/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory 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
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Wealth Management Senior Relationship ManagerCRD#: 104555Marlborough, MATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
