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Connor Blakeman

Strategic Advisers LLC

Castle Pines, CO

Castle Pines, CO

Denver, CO

CRD 6505089

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Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CO RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Castle Pines, CO • United States

Castle Pines, CO • United States

101 University Blvd Suite 100, 220 And 300, Denver, CO 80206-4631 • 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
Fidelity Investments Broomfield CO 07/2016 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 07/2016 → Present
    Fidelity Investments
    Broomfield, CO
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Denver, CO
    Littleton, CO
  • 2017-06-29 → 2018-07-13
    Strategic Advisers Llc
    Denver, CO
Other Businesses

OBA-110950|OrgNmn:CAB Rentals LLC|Org Addr:Denver,Colorado,US|OBA Nature:LLC |Invst Rel:Y|Title:Partner|Duties:Passive Property Management|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-09-13
S63 Uniform Securities Agent State Law Examination 2016-07-23
  • S65 Uniform Investment Adviser Law Examination
    2016-09-13
  • S63 Uniform Securities Agent State Law Examination
    2016-07-23
Designations
  • Certified Financial Planner
Other Names
  • Connor Blakeman
  • Connor Austin Blakeman

View on SEC IAPD

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