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RIA / WealthAdvisordual registered (broker-dealer)36 years in industry

PATRICK JAMES ROBERTSON

Advisor at STRATEGIC WEALTH MANAGEMENT LLC

SOUTH NATICK, MA | Ocoee, FL

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Search this name across graphsid dfx:ria:c7eaa958-5b17-6571-e482-e9794adaf33d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Jul 6, 2006 to Sep 15, 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 WEALTH MANAGEMENT LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 21, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Mar 21, 1990
First registration: Jul 6, 2006
Dual registered: yes, broker-dealer
Other names: PATRICK JAMES REBERTSON
IAPD individual key: 2005392

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 WEALTH MANAGEMENT LLC	State registered	Oct 22, 2025	n/a	yes	SOUTH NATICK, MA\|Ocoee, FL	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jun 14, 2024	Oct 22, 2025	no	OCOEE, FL	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Dec 6, 2019	Jun 14, 2024	no	OCOEE, FL\|ORLANDO, FL	Previous registration
THE PATRIOT FINANCIAL GROUP, LLC	Independent wealth	Oct 2, 2018	Feb 3, 2020	no	Danvers, MA\|WALPOLE, MA\|Orlando, FL	Previous registration
PACKERLAND BROKERAGE SERVICES, INC.	Independent wealth	Sep 8, 2015	Sep 25, 2018	no	GREEN BAY, WI\|Danvers, MA\|Ashland, MA	Previous registration
CENTAURUS FINANCIAL, INC.	Bd affiliated wealth	Jan 3, 2011	Sep 4, 2015	no	DEDHAM, MA\|NORWOOD, MA\|LEESBURG, VA\|HOLLISTON, MA	Previous registration
INVESTORS CAPITAL ADVISORY	Former SEC adviser	Jul 6, 2006	Dec 31, 2010	no	HOLLISTON, MA\|LYNNFIELD, MA\|CANTON, MA	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
OSAIC WEALTH, INC.	STRATEGIC WEALTH MANAGEMENT LLC	Oct 22, 2025	Oct 22, 2025	0	Firm change	Ibd to state RIA
SECURITIES AMERICA ADVISORS, INC.	OSAIC WEALTH, INC.	Jun 14, 2024	Jun 14, 2024	0	Bulk transfer	Ibd to ibd
THE PATRIOT FINANCIAL GROUP, LLC	SECURITIES AMERICA ADVISORS, INC.	Feb 3, 2020	Dec 6, 2019	-59	Firm change after gap	RIA to ibd
PACKERLAND BROKERAGE SERVICES, INC.	THE PATRIOT FINANCIAL GROUP, LLC	Sep 25, 2018	Oct 2, 2018	7	Firm change	RIA to RIA
CENTAURUS FINANCIAL, INC.	PACKERLAND BROKERAGE SERVICES, INC.	Sep 4, 2015	Sep 8, 2015	4	Firm change	Other
INVESTORS CAPITAL ADVISORY	CENTAURUS FINANCIAL, INC.	Dec 31, 2010	Jan 3, 2011	3	Firm change	Other

Relationships

Registered with (7)

→ STRATEGIC WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Oct 22, 2025 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jun 14, 2024 to Oct 22, 2025factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Dec 6, 2019 to Jun 14, 2024factForm ADV
→ THE PATRIOT FINANCIAL GROUP, LLCRegistered adviserregistration: previous registration
Oct 2, 2018 to Feb 3, 2020factForm ADV
→ PACKERLAND BROKERAGE SERVICES, INC.Registered adviserregistration: previous registration
Sep 8, 2015 to Sep 25, 2018factForm ADV
→ CENTAURUS FINANCIAL, INC.Registered adviserregistration: previous registration
Jan 3, 2011 to Sep 4, 2015factForm ADV
→ INVESTORS CAPITAL ADVISORYRegistered adviserregistration: previous registration
Jul 6, 2006 to Dec 31, 2010factForm ADV

Dated events

Occurred
Oct 22, 2025
Advisor changed firm
Patrick James Robertson left Osaic Wealth, Inc. for Strategic Wealth Management Llc (registered 2025-10-22)
Form ADVobserved 4 days ago