PATRICK CHARLES LIA is an investment adviser representative (IAR) with state registration records since 2016, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-11-09 | 2025-03-31 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2016-08-05 | 2021-08-24 | — |