Sabin Investment Management
44yrs
Top advisor by experience in Lehi
11yrs
Patrick Patterson
Financial advisor at Strategic Advisers
Patrick Patterson has worked in the financial industry for 11 years and is a fiduciary financial advisor based in Lehi, Utah. Patrick has been with Strategic Advisers since 2025; before that, Patrick spent two years at Fidelity Personal and Workplace Advisors and five years at Harrisdirect. 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 247 advisors with offices in Lehi, and one of 235 fiduciaries.
At a glance
Experience11 years (since 2015)
How that compares ?More experience than 65% of advisors at Strategic Advisers
Office3600 N Outlet Parkway Suite 400, Lehi, UT 84048
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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2023 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2018 – 2022Harrisdirect LLCPreviously
- Sep 2017 – Mar 2018Voya Financial Advisors, Inc.Previously
- 2015 – 2017TD Ameritrade, Inc.Previously
- 2015 – 2017TD Ameritrade Investment Management, LLCPreviously
Contact Patrick
(617) 563-7000Firm headquarters in Boston, MA. Ask for Patrick. 3600 N Outlet Parkway Suite 400Lehi, UT 84048Office · Get directions
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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 Patterson. Patrick works from the Lehi, UT office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2015, about 11 years. More experience than 65% of advisors at Strategic Advisers.
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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