Patrick Archuleta

CRD 6765124 · Strategic Advisers LLC · Albuquerque, NM

IA RegisteredBroker

Also appears in the source record as: Patrick Reyes Archuleta

Registration & licensing

As recorded in SEC IAPD / FINRA BrokerCheck

Broker-dealer registration: Active
Investment adviser registration: Active
Exams passed (3): Series 66SIESeries 7
Registered states (22): Arizona · California · Colorado · Florida · Georgia · Idaho · Illinois · Iowa · Minnesota · Missouri · Montana · Nevada · New Mexico · New York · North Carolina · Oregon · Pennsylvania · South Carolina · Tennessee · Texas · Utah · Washington
Years in the industry (source record): 9
Professional designations: Not yet retrieved from the source record

Disclosures

Copied from the official record

No disclosure events are flagged in the source record as of Aug 20, 2026.

This reflects our copy of the record on that date only. Confirm the current position on FINRA BrokerCheck ↗ or SEC IAPD ↗.

Current firm

From the firm record

Firm: Strategic Advisers LLC
Firm CRD: 104555
SEC number: 801-13243
Assets under management: $1.4T as of Mar 30, 2026
Website: www.linkedin.com/showcase/womentalkmoney ↗
Phone: 617-563-7000
Firm location: Boston, MA, 02210-2698

Employment history (4)

From the source registration record · current first

Strategic Advisers LLCCurrent
Albuquerque, NM · IA capacity

Mar 31, 2025 → present
Fidelity Brokerage Services LLCCurrent
Albuquerque, NM · BD capacity

Apr 15, 2017 → present
Fidelity Personal And Workplace Advisors
IA capacity

Jul 13, 2018 → Mar 31, 2025
Strategic Advisers LLC
IA capacity

Apr 18, 2018 → Jul 13, 2018

Source & corrections

Where this page comes from

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