Edward Jones
13yrs
Top 22% by experience in Linden
14yrs
Patrick McCallum
Financial advisor at Strategic Advisers
Patrick McCallum has worked in the financial industry for 14 years and is a fiduciary financial advisor based in Linden, Michigan. Patrick has been with Strategic Advisers since 2025; before that, Patrick spent seven years at Fidelity Personal and Workplace Advisors and two years at Edward Jones. 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 9 advisors with offices in Linden, and one of 5 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?Top advisor by experience in Linden
OfficeLinden, MI
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2015 – 2018Strategic Advisers LLCPreviously
- 2012 – 2015Edward JonesPreviously
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 McCallum. Patrick works from the Linden, MI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2012, about 14 years. Top advisor by experience in Linden.
What licenses does Patrick hold?
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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