Primerica Advisors
44yrs
Top advisor by experience in Aurora
4yrs
Patrick Mekled
Financial advisor at Strategic Advisers
Based in Aurora, Colorado, Patrick Mekled is a fiduciary financial advisor with 4 years of industry experience. Patrick has been with Strategic Advisers since 2025; before that, Patrick spent a year at Fidelity Personal and Workplace Advisors and a year at LPL Financial. 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 192 advisors with offices in Aurora, and one of 172 fiduciaries.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
OfficeAurora, 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.
Series 66Uniform Combined State Law Examination
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- Apr 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
- Aug 2022 – Dec 2023LPL Financial LLCPreviously
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 Mekled. Patrick works from the Aurora, 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
Cambridge Investment Research Advisors
44yrs
Top 1% by experience in Aurora
Western Wealth Management
41yrs
Top 2% by experience in Aurora
Capital Financial Group
41yrs
Top 2% by experience in Aurora
Cetera Investment Advisers
40yrs
Top 3% by experience in Aurora
Huntington Financial Advisors
40yrs
Top 2% by experience at Huntington Financial Advisors