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Advisors / California / Marina Del Ray
7yrs

Patrick Fallis

Financial advisor at Strategic Advisers

Based in Marina Del Ray, California, Patrick Fallis is a fiduciary financial advisor with 7 years of industry experience. Patrick joined Strategic Advisers in 2025, after four years at Fidelity Personal and Workplace Advisors and a year at Hornor, Townsend & Kent. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.

Marina Del Ray, CAFiduciary advisor
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At a glance

Experience7 years (since 2019)
How that compares ?7 years in the industry
OfficeMarina Del Ray, CA
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

  1. Mar 2025 – now
  2. 2021 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. Jan 2020 – Sep 2020

Contact Patrick

(617) 563-7000Firm headquarters in Boston, MA. Ask for Patrick. Marina Del Ray, CAOffice · Get directions

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Questions to ask Patrick

Tailored to Patrick’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. 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 Fallis. Patrick works from the Marina Del Ray, CA office.

How long has Patrick been a financial advisor?

Patrick has been in the industry since 2019, about 7 years. 7 years in the industry.

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.