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

PATRICK THOMAS CAMPBELL

Advisor at STRATEGIC ADVISERS LLC

HIRAM, GA | ATLANTA, GA

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Search this name across graphsid dfx:ria:dd2e53c3-fb5c-04db-c936-413af9d9fd76

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 3, 2017 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: Oct 1, 2015earliest 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|S63
First exam: Dec 21, 2015
First registration: Jul 3, 2017
Dual registered: yes, broker-dealer
Other names: Patrick Thomas Campbell|Patrick Thomas Campbell|Patrick Campbell
IAPD individual key: 6575923

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	HIRAM, GA\|ATLANTA, GA	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Mar 28, 2022	Mar 31, 2025	no	ATLANTA, GA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jun 28, 2019	Feb 28, 2022	no	ATLANTA, GA\|ATLANTA, GA	Previous registration
E*TRADE CAPITAL MANAGEMENT, LLC	Former SEC adviser	Jul 3, 2017	Jul 9, 2019	no	Alpharetta, GA\|ARLINGTON, VA\|Alpharetta, GA	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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Feb 28, 2022	Mar 28, 2022	28	Firm change	Wirehouse to ibd
E*TRADE CAPITAL MANAGEMENT, LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 9, 2019	Jun 28, 2019	-11	Firm change	RIA to wirehouse

Relationships

Registered with (4)

→ STRATEGIC ADVISERS LLCRegistered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Mar 28, 2022 to Mar 31, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jun 28, 2019 to Feb 28, 2022factForm ADV
→ E*TRADE CAPITAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 3, 2017 to Jul 9, 2019factForm ADV

Dated events

Occurred
Feb 28, 2022
Advisor changed firm
Patrick Thomas Campbell left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Fidelity Personal And Workplace Advisors (registered 2022-03-28)
Form ADVobserved 4 days ago