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Paul O'COnnor

Strategic Advisers LLC

Kankakee, IL

CRD 7329162

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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
IL RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • IL RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Kankakee, IL • 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
Massmutual Life Insurance Company Chicago IL 09/2020 11/2022
Mml Investors Services, Llc Chicago IL 02/2021 11/2022
The Gage Chicago IL 05/2017 11/2020
Club Lago Chicago IL 03/2015 05/2017
Fidelity Investments Chicago IL 11/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2020 → 11/2022
    Massmutual Life Insurance Company
    Chicago, IL
  • 02/2021 → 11/2022
    Mml Investors Services, Llc
    Chicago, IL
  • 05/2017 → 11/2020
    The Gage
    Chicago, IL
  • 03/2015 → 05/2017
    Club Lago
    Chicago, IL
  • 11/2022 → Present
    Fidelity Investments
    Chicago, IL
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-02-24 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Chicago, IL
  • 2021-10-20 → 2022-11-14
    Mml Investors Services, Llc
    Chicago, IL
Other Businesses

OBA-93611|OrgNmn:Uber|Org Addr:Kankakee,Illinois,US|OBA Nature:Driving Uber|Invst Rel:N|Title:Independent Contractor|Duties:Drive my own car|StrtDt:11-07-22|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-12
  • S66 Uniform Combined State Law Examination
    2021-10-12
Other Names
  • Paul Oconnor
  • Paul Michael Oconnor
  • Paul Michael O'COnnor

View on SEC IAPD

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