Stifel, Nicolaus & Company
47yrs
Top 1% by experience in Houston
19yrs
Patrick McShay
Financial advisor at Strategic Advisers
Patrick McShay has worked in the financial industry for 19 years and is a fiduciary financial advisor based in Houston, Texas. 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 4968 advisors with offices in Houston, and one of 4448 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?Top 16% by experience at Strategic Advisers
OfficeHouston, TX
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 ?1 state
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
- 2008 – 2018Strategic Advisers LLCPreviously
Contact Patrick
(617) 563-7000Firm headquarters in Boston, MA. Ask for Patrick. Houston, TXOffice · Get directionsIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
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
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About Patrick
How do I contact Patrick?
Call Strategic Advisers at (617) 563-7000 and ask for Patrick McShay. Patrick works from the Houston, TX office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2007, about 19 years. Top 16% 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.
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