Connor Weinstein

Employer firm

Fisher Investments CRD 107342

$387B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• PORTFOLIO ASSESSMENT

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2023 → 02/2024
  Unemployed
  Melrose, MA
• 06/2023 → 12/2023
  Fidelity Investments
  Boston, MA
• 01/2023 → 06/2023
  Hello Subs
  Boulder, CO
• 09/2022 → 12/2022
  Chessmates
  Boulder, CO
• 08/2020 → 12/2022
  University Of Colorado, Boulder
  Boulder, CO
• 06/2020 → 08/2020
  Unemployed
  Beaverton, OR
• 10/2019 → 06/2020
  University Of Oregon
  Eugene, OR
• 06/2019 → 09/2019
  Market Of Choice
  Eugene, OR
• 03/2019 → 06/2019
  Express Employment Professionals
  Beaverton, OR
• 03/2019 → 03/2019
  Advantage Media Partners
  Beaverton, OR
• 09/2018 → 03/2019
  Unemployed
  Beaverton, OR
• 09/2017 → 09/2018
  Ninetynine Restaurant
  Concord, MA
• 08/2017 → 09/2017
  Nashoba Temporary Employees
  Acton, MA
• 09/2014 → 06/2017
  University Of Oregon
  Eugene, OR
• 06/2017 → 08/2017
  Unemployed
  Beaverton, OR
• 02/2024 → 09/2024
  New York Life Insurance Company
  Westborough, MA
• 04/2024 → 09/2024
  Nylife Securities Llc
  Westborough, NY
• 06/2024 → 09/2024
  Eagle Strategies Llc
  Westborough, MA
• 09/2024 → Present
  Fisher Investments
  Camas, WA

Previous Registrations

• 2024-06-11 → 2024-09-13
  Eagle Strategies Llc
  Westborough, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-06-03
• S63 Uniform Securities Agent State Law Examination
  2024-04-30