Patrick W. Anderson
STRATEGIC ADVISERS LLC | Financial Consultant
HUNTINGTON BEACH, CA
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CRD#: 6183759
Professional summary
Patrick William Anderson, who also goes by Patrick William Anderson, Patrick Anderson, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Huntington Beach, California and FIDELITY BROKERAGE SERVICES LLC located in Mission Viejo, California.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Patrick has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
As a trusted advisor we work together and discuss your values, goals, and life changes to help you build a financial plan. We will do this with simplicity and effectiveness to ensure comfort with your financial future.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Patrick William Anderson | Patrick Anderson
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.
OBA-65480|OrgNmn:Coin Laundry |Org Addr:Rancho Cuc,California,US|OBA Nature:Laundromat |Invst Rel:N|Title:Sole Proprietor|Duties:Maintain in evenings and weekends |StrtDt:12-30-2021|TotHrs/mon:24|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Patrick William Anderson'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
University of Wisconsin - River Falls
Bachelor of Economics - School of Business & Economics
2012
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691RIA
CRD#: 104555
HUNTINGTON BEACH, CA
Current
January 5, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 27101 Puerta Real Ste 160, Mission Viejo, CA 92691BD
CRD#: 7784
Mission Viejo, CA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MISSION VIEJO, CA
Past
January 17, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
IRVINE, CA
Past
November 18, 2013 - December 8, 2016
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
BUFFALO, MN
Past
October 8, 2013 - December 8, 2016
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
BUFFALO, MN
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
Arizona(1/5/2017)
RR
California(1/5/2017)
IAR
California(3/31/2025)
RR
Colorado(2/12/2021)
RR
Florida(10/31/2019)
RR
Georgia(7/19/2024)
RR
Idaho(3/25/2023)
RR
Illinois(2/12/2021)
RR
Indiana(9/29/2023)
RR
Iowa(1/6/2023)
RR
Maine(9/9/2022)
RR
Massachusetts(5/6/2022)
RR
Michigan(10/31/2019)
RR
Minnesota(6/24/2020)
RR
Mississippi(3/1/2024)
RR
Missouri(1/6/2024)
RR
Montana(3/1/2024)
RR
Nebraska(9/29/2023)
RR
Nevada(1/5/2017)
RR
New Hampshire(4/9/2021)
RR
North Carolina(9/3/2025)
RR
Oregon(3/3/2020)
RR
Pennsylvania(10/31/2019)
RR
Tennessee(8/13/2021)
RR
Texas(7/27/2020)
IAR
Texas(3/31/2025)
RR
Utah(7/21/2023)
RR
Virginia(1/4/2025)
RR
Washington(4/9/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product 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
Financial ConsultantCRD#: 104555Huntington Beach, CATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
