Patrick Riley
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 Riley is an investment adviser representative with Strategic Advisers LLC in Westborough, MA, where they have been registered since 2026. They have worked in the securities industry since 2025. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Massachusetts and Texas.
Registrations & licenses
- Investment adviser:
- Massachusetts, Texas
- Broker:
53 states and territories
Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
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.
- University of New HampshireSep 2021 – May 2022Durham, NH
- Laurel HILL LandscapingJun 2025 – Aug 2025Grafton, MA
- University of New HampshireSep 2022 – May 2023Durham, NH
- Westborough School SystemMar 2015 – Jun 2019Westborough, MA
- Juniper Hills GOLF CourseMay 2020 – Aug 2020Northborough, MA
- Fidelity InvestmentsAug 2025 – no end date reportedShrewsbury, MA
- Westbrough School SystemSep 2020 – Apr 2021Westborough, MA
- PAPA GinosJul 2019 – Aug 2019Westborough, MA
- University of New HampshireSep 2023 – May 2024Durham, NH
- Westborough School SystemJan 2020 – May 2020Westborough, MA
- Juniper Hills GOLF CourseMay 2021 – Aug 2021Northborough, MA
- Westborough School SystemSep 2019 – Dec 2019Westborough, MA
- University of New HampshireSep 2024 – May 2025Durham, NH
- Laurel Hills LandscapingJun 2022 – Aug 2022Grafton, MA
- Laurel HILL LandscapingJun 2023 – Aug 2023Grafton, MA
- Fidelity InvestmentsJun 2024 – Aug 2024Smithfield, RI
Official records & sources
Data as of August 10, 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 Riley 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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