PATRICK M. WALD is an investment adviser representative (IAR) with state registration records since 2017, 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 | 2024-07-11 | 2025-03-31 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-11-13 | 2024-04-08 | — |