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Patricia Barrenechea

Chief Financial Officer at Adp Strategic Plan Services

Broker registration; no current adviser registrationSEC record checked 17 October 2026

0
Past adviser firms
5
Licensing exams

IAPD record retrieved 17 October 2026SEC record

Patricia Barrenechea is Chief Financial Officer of Adp Strategic Plan Services, LLC, a Roseland investment adviser managing $32.4B. Patricia Barrenechea has a current broker registration and no current investment-adviser registration and has passed 5 licensing exams.

Role at Adp Strategic Plan Services

Title on Schedule A
Chief Financial Officer
Control
Patricia Barrenechea is a control person of Adp Strategic Plan Services.
Ownership
An individual ownership band is not available in the source record.
Tenure
Patricia Barrenechea has held the filed role since November 2020.

The firm

Adp Strategic Plan Services, LLC
Roseland, NJ

Form ADV filed 29 September 2026

$32.4B AUM110,773 clients6 advisers2 offices

Career on record

Firms and exams, newest first
  1. Passed SIE · 2018
  2. Passed Series 27 · 1995
  3. Passed Series 24 · 1994
  4. Passed Series 7 and Series 63 · 1992

Registrations and exams

Broker registration; no current adviser registration. Patricia Barrenechea has passed 5 qualifying exams.

Examinations

Series 6323 November 1992
Name
Uniform Securities Agent State Law Examination
Series 274 August 1995
Name
Financial and Operations Principal Examination
Series 2424 June 1994
Name
General Securities Principal Examination
SIE5 July 2018
Name
Securities Industry Essentials Examination
Series 715 August 1992
Name
General Securities Representative Examination

Individual record

Full name
Patricia Margot Barrenechea
CRD
1715189
Firm
Adp Strategic Plan Services, LLC
Registration status
Broker registration; no current adviser registration

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Patricia Barrenechea work?

Patricia Barrenechea has been Chief Financial Officer of Adp Strategic Plan Services, LLC since November 2020, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 29 September 2026

Does Patricia Barrenechea have a current investment-adviser registration?

Patricia Barrenechea has a current broker registration and no current investment-adviser registration, as of 17 October 2026.

Source: IAPD individual record, checked 17 October 2026

What exams has Patricia Barrenechea passed?

Patricia Barrenechea has passed 5 licensing exams: the Series 7, Series 63, Series 24, Series 27 and SIE. The earliest, the Series 7, was passed in August 1992.

Source: IAPD individual record, checked 17 October 2026

Leadership at Adp Strategic Plan Services

Sources

  1. IAPD individual record, CRD 1715189. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Adp Strategic Plan Services, LLC, filed 29 September 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Patricia Barrenechea or Adp Strategic Plan Services, LLC and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.