Connor P Dionisopoulos

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:

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

Current Employers

Employment History

• 02/2020 → 11/2021
  Charles Schwab & Co., Inc.
  Richfield, OH
• 03/2019 → 10/2019
  Cincinnati Reds
  Cincinnati, OH
• 02/2018 → 10/2018
  Tampa Bay Rays
  St. Petersburg, FL
• 04/2017 → 10/2017
  Delaware North At Great American Ballpark
  Cincinnati, OH
• 08/2015 → 12/2019
  University Of Cincinnati-Main Campus
  Cincinnati, OH
• 11/2021 → Present
  Fidelity Investments
  Fairlawn, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-05-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Fairlawn, OH

Other Businesses

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Exams

• S66 Uniform Combined State Law Examination
  2022-02-16
• S63 Uniform Securities Agent State Law Examination
  2020-12-07

Other Names

• Connor Dionisopoulos
• Connor Philip Dionisopoulos