Strategic Advisers
39yrs
Top advisor by experience in Farmington
20yrs
Patrick Floyd
Financial advisor at Strategic Advisers
Patrick Floyd has worked in the financial industry for 20 years and is a fiduciary financial advisor based in Farmington, Utah. Patrick has been with Strategic Advisers since 2025; before that, Patrick spent seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 49 advisors with offices in Farmington, and one of 47 fiduciaries.
At a glance
Experience20 years (since 2006)
How that compares ?Top 14% by experience at Strategic Advisers
OfficeFarmington, UT
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2010 – 2018Strategic Advisers LLCPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Strategic Advisers at 617-563-7000 and ask for Patrick Floyd. Patrick works from the Farmington, UT office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2006, about 20 years. Top 14% by experience at Strategic Advisers.
What licenses does Patrick hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
David Russell Fjeldsted
39yrs
Top 3% by experience in Utah
Cetera Investment Advisers
38yrs
Top 3% by experience in Utah
Newedge Advisors
36yrs
Top 5% by experience in Utah
Family Wealth Advisors
34yrs
Top 6% by experience in Utah
WMW Management
33yrs
Top 7% by experience in Utah