Patrick West
Financial advisor at Strategic Advisers LLC · Covington, KY
Last updated 2026-10-10
Claim your profilePatrick West is a financial advisor at Strategic Advisers LLC in Covington, KY, CRD 7834053. Licenses and exams on the registration: Series 63, Series 66. IAPD registration began 2025-02-11.
Registration
- CRD number
- 7834053
- Registration status
- Active
- IAPD registration
- 2025-02-11
- Industry Experience
- 1 year
- Work Experience
- 11 years
- States registered
- KY, TX
Licenses and exams
- Series 63
- Series 66
Work history
- 2023-11 to Present · Fidelity Investments · Covington, KY
- 2019-08 to 2023-11 · Kings Hammer Soccer Club · Covington, KY
- 2023-09 to 2023-09 · Jeff Thomas Catering · Ludlow, KY
- 2023-07 to 2023-09 · Regeneration Schools, Avondale Elementary · Cincinnati, OH
- 2022-04 to 2023-04 · Cultivate Behavioral Health · Fort Mitchell, KY
- 2018-07 to 2022-06 · Dayton Independent Schools · Dayton, KY
- 2019-02 to 2019-12 · Cincinnati Christian University · Cincinnati, OH
- 2019-05 to 2019-08 · Break Free Administrative Consulting · Cincinnati, OH
- 2019-04 to 2019-07 · Northern Ky Fellowship of Christian Athletes · Highland Heights, KY
- 2019-04 to 2019-07 · Crossroads Church, Oakley · Cincinnati, OH
- 2019-02 to 2019-06 · Lyft · San Francisco, CA
- 2015-04 to 2019-07 · Uber · San Francisco, CA
- 2019-05 to 2019-07 · Doordash · San Francisco, CA
- 2017-11 to 2019-04 · Crossroads Church, Oakley · Cincinnati, OH
- 2017-06 to 2017-10 · Breakout Games · Lexington, KY
- 2015-08 to 2017-10 · Boone County Schools · Florence, KY
- 2016-09 to 2016-12 · Quaker Steak & Lube · Florence, KY
- 2016-07 to 2017-06 · University of the Cumberlands · Williamsburg, KY
- 2019-08 to 2020-12 · University of the Cumberlands · Williamsburg, KY
- 2021-08 to 2021-12 · University of the Cumberlands · Williamsburg, KY
- 2025-03 to Present · Fidelity Investments · Boston, MA
Current employment
- Strategic Advisers LLC · Boston, MA
Strategic Advisers LLC
- Regulatory AUM
- $1,370,125,325,211
- Registered advisors
- 17,023
- Offices
- 3,513
- Clients per advisor
- 141.1 (High)
- Average AUM per client
- $570.5K (Low)
- High-net-worth client ratio
- 30.7% (Moderate)
Strategic Advisers LLC: advisors, services and reported ETF investments
About
Patrick West is a financial advisor at Strategic Advisers LLC in Covington, KY. Reported securities licenses include Series 63 and Series 66. The latest record indicates 1 year of industry experience and 11 years of reported work history.
Strategic Advisers LLC's firm-level Form ADV reports 17,023 advisors across 3,513 offices; approximately 141.1 clients per advisor, average assets per client of $570,466, and regulatory AUM of $1.4T; client categories including Individuals (non-HNW), High net worth individuals, Investment companies, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Businesses or Institutional Clients, and Selection of Other Advisers.
What this firm offers
Filed by Strategic Advisers LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Businesses or Institutional Clients
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
- Other
Business and affiliations
- Commodity Pool Operator or Trading Advisor
- Broker-Dealer or Municipal Securities Dea
- Other Investment Adviser (Incl. Financial
- Commodity Pool Operator or CTA
- Banking or Thrift Institution
- Trust Company
- Insurance Company or Agency
- Pension Consultant
- Sponsor or GP of Pooled Investment Vehicl
Location
100 Howe Drive, Covington, KY 41015-5000
1,044 advisors at this office.
Contact
The firm's filed contact details.
Official record
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