Morgan Stanley
47yrs
Top advisor by experience in Colorado
4yrs
Patrick Lanini
Financial advisor at Strategic Advisers
Patrick Lanini is a fiduciary financial advisor in Greenwood Village, Colorado, with 4 years in the industry. Patrick joined Strategic Advisers in 2025, after a year at Fidelity Personal and Workplace Advisors and less than a year at Osaic Institutions. 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 2121 advisors with offices in Greenwood Village, and one of 2050 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office6501 S Fiddlers Green Circle Suite 300 - 600, Greenwood Village, CO 80111
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
- Jul 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- Nov 2023 – Apr 2024Osaic Institutions, Inc.Previously
- Dec 2022 – Nov 2023Cuso Financial Services, L.P.Previously
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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Strategic Advisers at 617-563-7000 and ask for Patrick Lanini. Patrick works from the Greenwood Village, CO office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2022, about 4 years. 4 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.
Other advisors nearby
Raymond James Financial Services Advisors
47yrs
Top 1% by experience in Greenwood Village
SPC
46yrs
Top 1% by experience in Greenwood Village
Icon Advisers
46yrs
Top 1% by experience in Greenwood Village
RBC Capital Markets
46yrs
Top 1% by experience in Greenwood Village
Stifel, Nicolaus &
46yrs
Top 1% by experience in Greenwood Village