Principal Securities
46yrs
Top advisor by experience at Principal Securities
2yrs
Bryce Patrick
Financial advisor at Strategic Advisers
Bryce Patrick has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Westlake, Ohio. After a year at Fidelity Personal and Workplace Advisors, Bryce joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.
One of 343 advisors with offices in Westlake, and one of 284 fiduciaries.
At a glance
Experience2 years (since 2024)
How that compares ?2 years in the industry
Office1800 Crocker Road, Westlake, OH 44145
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
- Sep 2024 – Mar 2025Fidelity Personal and Workplace AdvisorsPreviously
Contact Bryce
(617) 563-7000Firm headquarters in Boston, MA. Ask for Bryce. 1800 Crocker RoadWestlake, OH 44145Office · Get directions
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Questions to ask Bryce
Tailored to Bryce’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- 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 Bryce
How do I contact Bryce?
Call Strategic Advisers at (617) 563-7000 and ask for Bryce Patrick. Bryce works from the Westlake, OH office.
How long has Bryce been a financial advisor?
Bryce has been in the industry since 2024, about 2 years. 2 years in the industry.
What licenses does Bryce hold?
Series 66. Tap any license on this page to see what it allows.
Is Bryce a fiduciary?
Bryce is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Bryce paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Bryce 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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