Patrick D. O'keefe
STRATEGIC ADVISERS LLC | Vice President, Branch Office Manager
LAKEWOOD RANCH, FL
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CRD#: 5382950
Professional summary
Patrick Dennis O'keefe, CFP®, who also goes by Patrick Dennis O'keefe, Patrick Dennis Okeefe, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Lakewood Ranch, Florida and FIDELITY BROKERAGE SERVICES LLC located in Tampa, Florida.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Patrick has worked at 5 firms and has passed the Series 63, Series 65, SIE, Series 7, Series 6, Series 10 and Series 9 exams.
Biography
I help lead a team of Financial Consultants to deliver Fidelity's full offering to our client's and deliver a world class experience.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Education Planning
Budgeting
Divorce Planning
Estate Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Patrick Dennis O'keefe | Patrick Dennis Okeefe
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.
OAA#: 15273 | Org Name:Crossfit Steam | Org Addr:East Rutherford, NJ, US | Nature of Bus:CrossFit Training | Invst Rel:N | Title:Co-Owner/Trainer | Duties:Training group classes at night and on the weekends, all of which are not during Fidelity hours. | Start Dt:03/15/2012 | Total Hrs p/m:40 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Dennis O'keefe'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®
CFP®
Start date: 2010
Education
Saint Joseph's University
Bachelor of Science (BS) - Marketing
2007
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 165 Broadway, New York City, NY 10006Office #3: 3000 Bayport Dr Ste 800, Tampa, FL 33607-8402RIA
CRD#: 104555
LAKEWOOD RANCH, FL
Current
May 13, 2011 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 3000 Bayport Dr - Ste 800, Tampa, FL 33607-8402Office #2: 165 Broadway, New York City, NY 10006BD
CRD#: 7784
TAMPA, FL
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
RUTHERFORD, NJ
Past
May 26, 2011 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
NEW YORK, NY
Past
June 22, 2010 - April 29, 2011
CHASE INVESTMENT SERVICES CORP.
RIA
CRD#: 25574
PARAMUS, NJ
Past
June 22, 2010 - April 29, 2011
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
PARAMUS, NJ
Past
September 29, 2008 - June 22, 2010
MSI FINANCIAL SERVICES, INC.
RIA
CRD#: 14251
SHORT HILLS, NJ
Past
July 27, 2007 - June 22, 2010
MSI FINANCIAL SERVICES, INC.
BD
CRD#: 14251
SHORT HILLS, NJ
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
Florida(9/22/2025)
RR
Massachusetts(11/17/2020)
RR
New Jersey(5/13/2011)
IAR
New Jersey(3/31/2025)
RR
New York(11/17/2020)
IAR
New York(3/31/2025)
RR
Texas(11/17/2020)
IAR
Texas(3/31/2025)
RR
Utah(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
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.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Branch Office ManagerCRD#: 104555Lakewood Ranch, FLTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
