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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

PATRICK JOSEPH PARRINO

Advisor at STRATEGIC ADVISERS LLC

TOMS RIVER, NJ

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Search this name across graphsid dfx:ria:6da9a09b-ccae-0060-2982-2a5ca4d12c5f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 18, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: STRATEGIC ADVISERS LLC
Current firm class: national broker-dealer RIAderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Exams: S66
First exam: Oct 11, 2021
First registration: Oct 18, 2021
Dual registered: yes, broker-dealer
Other names: PJ Parrino
IAPD individual key: 7196184

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
STRATEGIC ADVISERS LLC	National bd RIA	Mar 31, 2025	n/a	yes	TOMS RIVER, NJ	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Nov 28, 2023	Mar 31, 2025	no	MANASQUAN, NJ	Previous registration
WORLD ADVISORY SERVICES	Former SEC adviser	Dec 10, 2021	Mar 6, 2023	no	LINCROFT, NJ	Previous registration
EQUITABLE ADVISORS, LLC	National bd RIA	Oct 18, 2021	Nov 10, 2021	no	WALL, NJ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	STRATEGIC ADVISERS LLC	Mar 31, 2025	Mar 31, 2025	0	Bulk transfer	Ibd to ibd
WORLD ADVISORY SERVICES	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Mar 6, 2023	Nov 28, 2023	267	Firm change	Ibd to ibd
EQUITABLE ADVISORS, LLC	WORLD ADVISORY SERVICES	Nov 10, 2021	Dec 10, 2021	30	Firm change	Ibd to ibd

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Nov 28, 2023 to Mar 31, 2025factForm ADV
→ WORLD ADVISORY SERVICESRegistered adviserregistration: previous registration
Dec 10, 2021 to Mar 6, 2023factForm ADV
→ EQUITABLE ADVISORS, LLCRegistered adviserregistration: previous registration
Oct 18, 2021 to Nov 10, 2021factForm ADV

Dated events

Occurred
Mar 6, 2023
Advisor changed firm
Patrick Joseph Parrino left World Advisory Services for Fidelity Personal And Workplace Advisors (registered 2023-11-28)
Form ADVobserved 5 days ago