Robert W. Baird & Co.
47yrs
Top advisor by experience in Denver
15yrs
Patrick Falvey
Financial advisor at Strategic Advisers
Patrick Falvey has worked in the financial industry for 15 years and is a fiduciary financial advisor based in Denver, Colorado. Patrick has been with Strategic Advisers since 2025; before that, Patrick spent four years at Fidelity Personal and Workplace Advisors and three years at Curian Capital. 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 2610 advisors with offices in Denver, and one of 2345 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?Top 24% by experience at Strategic Advisers
OfficeDenver, CO
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
- 2021 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2013 – 2016Curian Capital, LLCPreviously
Contact Patrick
Denver, COOffice · Get directions Firm main line(617) 563-7000Headquarters: Strategic Advisers · Boston, MAIs 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 Falvey. Patrick works from the Denver, CO office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2011, about 15 years. Top 24% by experience at Strategic Advisers.
What licenses does Patrick hold?
Series 63, Series 65, 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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