Patrick
West
Strategic Advisers LLC
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About this Advisor
Patrick West is a financial advisor based in Dayton, Kentucky, working with Strategic Advisers LLC. Patrick has previously held positions at organizations including Fidelity Investments, Kings Hammer Soccer Club, Jeff Thomas Catering, Regeneration Schools, Avondale Elementary, Cultivate Behavioral Health, Dayton Independent Schools, Cincinnati Christian University, Break Free Administrative Consulting, Northern Ky Fellowship Of Christian Athletes, Crossroads Church, Oakley, Lyft, Uber, Doordash, Breakout Games, Boone County Schools, Quaker Steak & Lube, Kenton County Schools, Crossroads Church, Florence, and University Of The Cumberlands. Patrick has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kentucky and Texas. Currently, Patrick is part of Strategic Advisers LLC, which operates out of Dayton, Kentucky. The firm has 240 offices and 16,291 employees. Strategic Advisers LLC manages assets totaling $1.1 trillion and serves both charitable organizations and high-net-worth individuals. The firm offers services such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Strategic Advisers LLC includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Strategic Advisers LLC Brokerage Details
$1,067,664,605,590
16,291
2,486,631
$429,362
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Patrick West Work History
Fidelity Investments
Fidelity Investments
Jeff Thomas Catering
Regeneration Schools, Avondale Elementary
Cultivate Behavioral Health
University Of The Cumberlands
Kings Hammer Soccer Club
Cincinnati Christian University
Break Free Administrative Consulting
Northern Ky Fellowship Of Christian Athletes
Crossroads Church, Oakley
Lyft
Doordash
University Of The Cumberlands
Dayton Independent Schools
Crossroads Church, Oakley
Breakout Games
Quaker Steak & Lube
Kenton County Schools
University Of The Cumberlands
Uber
Boone County Schools
Breakout Games
Crossroads Church, Florence
Disclosures
Please visit the SEC profile of Patrick West to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Strategic Advisers LLC
Bountiful, UT
Portland, ME
Fort Lauderdale, FL
Cincinnati, OH
Broadview Heights, OH
Birmingham, AL
Midlothian, VA
Hopkins, MN
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