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Connor Jon Mellema

Strategic Advisers LLC

Irvine, CA

Huntington Beach, CA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • CA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

2211 Michelson Drive Suites 100 & 120, Irvine, CA 92612-1386 • United States

Huntington Beach, CA • 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
Golden West College Huntington Beach CA 06/2015 12/2018
California State University, Long Beach Long Beach CA 01/2019 12/2020
Salty Grom Surf Camp Huntington Beach CA 06/2013 06/2020
Buca Di Beppo Huntington Beach CA 05/2015 03/2021
Harvey & Company, Llc Newport Beach CA 03/2021 06/2021
Fidelity Investments Irvine CA 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 06/2015 → 12/2018
    Golden West College
    Huntington Beach, CA
  • 01/2019 → 12/2020
    California State University, Long Beach
    Long Beach, CA
  • 06/2013 → 06/2020
    Salty Grom Surf Camp
    Huntington Beach, CA
  • 05/2015 → 03/2021
    Buca Di Beppo
    Huntington Beach, CA
  • 03/2021 → 06/2021
    Harvey & Company, Llc
    Newport Beach, CA
  • 06/2021 → Present
    Fidelity Investments
    Irvine, CA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-03-16 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Irvine, CA
Other Businesses

OBA-62375|OrgNmn:Mellema Mining Company|Org Addr:Huntington,California,US|OBA Nature:Cryptocurrency mining|Invst Rel:Y|Title:Partner|Duties:None|StrtDt:09-08-2021|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-03-10
S63 Uniform Securities Agent State Law Examination 2021-10-21
  • S66 Uniform Combined State Law Examination
    2022-03-10
  • S63 Uniform Securities Agent State Law Examination
    2021-10-21
Designations

View on SEC IAPD

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Other Offices

VISTA POINT ASSET MANAGEMENT LLC · IRVINE, CA
PRINCIPAL SECURITIES, INC. · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA
GALLAGHER FIDUCIARY ADVISORS, LLC · Irvine, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
INTEGRATED WEALTH CONCEPTS LLC · IRVINE, CA
EQUITABLE ADVISORS, LLC · IRVINE, CA

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