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Sean Walker Connelly

Strategic Advisers LLC

Jersey City, NJ

New York, NY

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Current Employers
Strategic Advisers Llc

155 Seaport Blvd, Boston, MA 02210-2698 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2026-03-26
NY RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NJ RA
    APPROVED
    Since 2026-03-26
  • NY RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Jersey City, NJ • United States

320 Park Avenue, New York, NY 10022-6815 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Chicago IL 06/2014 08/2018
Bank Of America, N.A. Chicago IL 06/2015 08/2018
Raymond James & Associates Chicago IL 09/2018 02/2023
Fidelity Brokerage Services Llc New York NY 02/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2014 → 08/2018
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Chicago, IL
  • 06/2015 → 08/2018
    Bank Of America, N.A.
    Chicago, IL
  • 09/2018 → 02/2023
    Raymond James & Associates
    Chicago, IL
  • 02/2023 → Present
    Fidelity Brokerage Services Llc
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-25
  • S66 Uniform Combined State Law Examination
    2014-11-25
Designations
Other Names
  • Sean Walker Connelly
  • Sean Walker Connelly
  • Sean W Connelly

View on SEC IAPD

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