Sowa Financial Group
46yrs
Top advisor by experience in Lincoln
3yrs
Patrick Kumar
Financial advisor at Strategic Advisers
Based in Lincoln, Rhode Island, Patrick Kumar is a fiduciary financial advisor with 3 years of industry experience. Patrick has been with Strategic Advisers since 2025. 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 32 advisors with offices in Lincoln, and one of 31 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeLincoln, RI
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
- Apr 2025 – nowStrategic Advisers LLCCurrent firm
Contact Patrick
(617) 563-7000Firm headquarters in Boston, MA. Ask for Patrick. Lincoln, RIOffice · Get directionsIs 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
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 Kumar. Patrick works from the Lincoln, RI office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Patrick hold?
Series 63, 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
Integrated Wealth Concepts
40yrs
Top 4% by experience in Rhode Island
Sowa Financial Group
39yrs
Top 5% by experience in Rhode Island
LPL Financial
38yrs
Top 6% by experience in Rhode Island
Ameriprise Financial Services
32yrs
Top 13% by experience in Rhode Island
Commonwealth Financial Network
31yrs
Top 14% by experience in Rhode Island