Conner Ross Freese

Strategic Advisers LLC

Saratoga Springs, UT

Salt Lake City, UT

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Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-03-31
UT	RA	APPROVED	2025-03-31

TX RA
APPROVED

Since 2025-03-31
UT RA
APPROVED

Since 2025-03-31

Branch Locations

Saratoga Springs, UT • United States

49 North 400 West, Salt Lake City, UT 84101-1368 • 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

Organization	City	State	From	To
Fidelity Investments	Provo	UT	01/2023	Present
Northwestern Mutual	Provo	UT	05/2021	01/2023
Vivint Smart.HOme	Lindon	UT	01/2018	01/2019
Aperture Medical	Orem	UT	08/2019	05/2021
Upwell Health	Orem	UT	02/2019	08/2019
Ferguson Electric	Scottsdale	AZ	09/2017	12/2017
The Church Of Jesus Christ Of Latter Day Saints	Manila		09/2015	09/2017
Fidelity Investments	Boston	MA	03/2025	Present

01/2023 → Present

Fidelity Investments

Provo, UT
05/2021 → 01/2023

Northwestern Mutual

Provo, UT
01/2018 → 01/2019

Vivint Smart.HOme

Lindon, UT
08/2019 → 05/2021

Aperture Medical

Orem, UT
02/2019 → 08/2019

Upwell Health

Orem, UT
09/2017 → 12/2017

Ferguson Electric

Scottsdale, AZ
09/2015 → 09/2017

The Church Of Jesus Christ Of Latter Day Saints

Manila
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2023-07-10 → 2025-03-31

Fidelity Personal And Workplace Advisors

American Fork, UT

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-05-30

S66 Uniform Combined State Law Examination

2023-05-30

Other Names

Conner Ross Freese
Conner Freese

View on SEC IAPD

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