Connor M Miles

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

• 08/2021 → 12/2021
  North Carolina State University
  Raleigh, NC
• 05/2021 → 08/2021
  Insightsoftware
  Raleigh, NC
• 08/2020 → 05/2021
  North Carolina State University
  Raleigh, NC
• 05/2020 → 12/2020
  Trialcard
  Raleigh, NC
• 08/2019 → 05/2020
  North Carolina State University
  Raleigh, NC
• 05/2019 → 08/2019
  Church Street Deli And Irish Pub
  Swansboro, NC
• 08/2018 → 05/2019
  North Carolina State University
  Raleigh, NC
• 05/2018 → 08/2018
  Church Street Deli And Irish Pub
  Swansboro, NC
• 08/2017 → 05/2018
  Cardinal Gibbons High School
  Raleigh, NC
• 05/2017 → 08/2017
  Tasu Asian Bistro
  Cary, NC
• 08/2014 → 05/2017
  Cardinal Giibons High School
  Raleigh, NC
• 02/2022 → Present
  Fidelity Investments
  Raleigh, NC
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-07-06 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Durham, NC

Exams

• S66 Uniform Combined State Law Examination
  2022-06-30

Other Names

• Connor Miles
• Connor M Miles
• Connor Michael Miles