Patrick Norris
Investment Adviser Representative at Strategic Advisers LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Patrick Norris is an investment adviser representative with Strategic Advisers LLC in Vero Beach, FL, where they have been registered since 2025. They have worked in the securities industry since 2014 and have been registered with 6 firms, including Fidelity Personal and Workplace Advisors and Ameriprise Financial Services, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida and Texas.
Office
Advisors at this office: 27
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, Texas
- Broker:
26 states and territories
Arizona, California, Colorado, Connecticut, Florida, Georgia, Illinois, Indiana, Iowa, Maryland, Massachusetts, Michigan, Minnesota, Missouri, Nevada, New Hampshire, New Jersey, New York, North Carolina, Ohio, Pennsylvania, Rhode Island, Texas, Virginia, Washington, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- PNC InvestmentsDec 2014 – Sep 2017Vero Beach, FL
- PNC BANKDec 2014 – Sep 2017Vero Beach, FL
- Edward JonesFeb 2018 – Aug 2018St Louis, MO
- Treasure and Space Coast RadioDec 2017 – Jan 2018Vero Beach, FL
- UnemployedAug 2018 – Sep 2018Vero Beach, FL
- UnemployedSep 2017 – Dec 2017Vero Beach, FL
- Thrivent Investment Management IncSep 2018 – Dec 2018Heathrow, FL
- Thrivent FinancialSep 2018 – Dec 2018Appleton, WI
- Edward JonesDec 2018 – Dec 2020St.Louis, MO
- CUNA Brokerage Services, Inc.Dec 2020 – Nov 2021Waverly, IA
- CUNA Mutual GroupDec 2020 – Nov 2021Waverly, IA
- Ameriprise Financial Services, LLCNov 2021 – Feb 2024Vero Beach, FL
- Fidelity InvestmentsFeb 2024 – no end date reportedVero Beach, FL
- Fidelity InvestmentsMar 2025 – no end date reportedBoston, MA
Official records & sources
Data as of June 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Strategic Advisers LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 17,064
- Offices listed on AdvisorFinder:
- 3
- Main office:
- Boston, MA
- SEC file number:
- 801-13243
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 30, 2026
View full firm profileOther advisors at Strategic Advisers LLC
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Patrick Norris has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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