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PATRICK RODDY MCGILLICUDDY
CRD#: 3071705
IA
Investment Adviser
B
Broker
FIDELITY PERSONAL AND WORKPLACE ADVISORSCRD#: 288590 245 SUMMER STREET, V2A
BOSTON, MA 02210
FIDELITY BROKERAGE SERVICES LLCCRD#: 7784 44 MALL ROAD STE 100
BURLINGTON, MA 01803
Registration History
199820002002200420062008201020122014201620182020202220242026IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - Present (6 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)1998 - Present (26 years)IASTRATEGIC ADVISERS LLC (CRD# 104555)2001 - 2018 (17 years)
Disclosure(s)
View By:
7/30/2003
Customer Dispute
Settled
License(s)

State Registrations

B
Arizona 1/9/2004

B
New Jersey 7/9/2007

B
California 1/3/2013

B
New Mexico 10/11/2005

B
Colorado 1/31/2006

B
New York 6/27/2005

B
Connecticut 7/20/1998

B
North Carolina 8/24/2010

B
Delaware 9/18/2020

B
Oregon 4/27/2017

B
District of Columbia 1/4/2019

B
Pennsylvania 1/9/2014

B
Florida 7/21/1998

B
Puerto Rico 2/8/2019

B
Georgia 1/2/2015

B
Rhode Island 7/21/1998

B
Illinois 1/9/2014

B
South Carolina 1/9/2014

B
Maine 7/21/1998

B
Tennessee 1/3/2013

B
Maryland 1/3/2013

B
Texas 1/20/2012

B
Massachusetts 7/17/1998

IA
Texas 7/13/2018

IA
Massachusetts 7/13/2018

B
Vermont 7/22/1998

B
Michigan 1/4/2019

B
Virginia 1/2/2015

B
Minnesota 8/8/2020

B
Washington 1/20/2012

B
Missouri 8/9/2017

B
Wyoming 1/4/2019

B
New Hampshire 7/17/1998

SRO Registrations

B
FINRA

B
New York Stock Exchange

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590)
245 SUMMER STREET, V2A, BOSTON, MA 02210
Registered with this firm since 7/13/2018

B
FIDELITY BROKERAGE SERVICES LLC (CRD#:7784)
44 MALL ROAD STE 100, BURLINGTON, MA 01803
MELROSE, MA
Registered with this firm since 6/26/1998

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
06/07/2001 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) BURLINGTON, MA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.