UBS Financial Services
47yrs
Top advisor by experience in Pasadena
3yrs
Based in Pasadena, California, Patrick Recker is a fiduciary financial advisor with 3 years of industry experience. Patrick has been with Strategic Advisers since 2026; before that, Patrick spent a year at Keenan 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 1156 advisors with offices in Pasadena, and one of 1068 fiduciaries.
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
Office123-127 South Lake Ave., Pasadena, CA 91101
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 ?2 states
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
- May 2026 – nowStrategic Advisers LLCCurrent firm
- Aug 2023 – May 2024Keenan FinancialPreviously
Contact Patrick
(617) 563-7000Firm headquarters in Boston, MA. Ask for Patrick. 123-127 South Lake Ave.Pasadena, CA 91101Office · 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 Recker. Patrick works from the Pasadena, CA 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 65. 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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