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Connor Gilbert

Strategic Advisers LLC

Danvers, MA

Melrose, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

152 Endicott Street, Danvers, MA 01923-3619 • United States

Melrose, MA • 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
Fidelity Investments Merrimack NH 07/2021 Present
Melrose High School Melrose MA 08/2020 07/2021
Myopia Hunt Club South Hamilton MA 06/2020 08/2020
Melrose High School Melrose MA 08/2019 06/2020
Bb&N Summer Program Cambridge MA 06/2019 08/2019
Melrose High School Melrose MA 08/2018 06/2019
Myopia Hunt Club South Hamilton MA 05/2018 08/2018
Westfield State University Westfield MA 08/2017 05/2018
Myopia Hunt Club South Hamilton MA 05/2017 08/2017
Westfield State University Westfield MA 08/2016 05/2017
Fidelity Investments Boston MA 03/2025 Present
  • 07/2021 → Present
    Fidelity Investments
    Merrimack, NH
  • 08/2020 → 07/2021
    Melrose High School
    Melrose, MA
  • 06/2020 → 08/2020
    Myopia Hunt Club
    South Hamilton, MA
  • 08/2019 → 06/2020
    Melrose High School
    Melrose, MA
  • 06/2019 → 08/2019
    Bb&N Summer Program
    Cambridge, MA
  • 08/2018 → 06/2019
    Melrose High School
    Melrose, MA
  • 05/2018 → 08/2018
    Myopia Hunt Club
    South Hamilton, MA
  • 08/2017 → 05/2018
    Westfield State University
    Westfield, MA
  • 05/2017 → 08/2017
    Myopia Hunt Club
    South Hamilton, MA
  • 08/2016 → 05/2017
    Westfield State University
    Westfield, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Danvers, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-02
S63 Uniform Securities Agent State Law Examination 2022-01-07
  • S66 Uniform Combined State Law Examination
    2022-12-02
  • S63 Uniform Securities Agent State Law Examination
    2022-01-07
Other Names
  • Connor Patrick Gilbert
  • Connor Gilbert

View on SEC IAPD

Other Firms

ONEDIGITAL
RBC CAPITAL MARKETS, LLC
JANNEY MONTGOMERY SCOTT LLC
ROBERT W. BAIRD & CO. INCORPORATED
CETERA INVESTMENT ADVISERS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FORTIS CAPITAL ADVISORS, LLC
NVEST FINANCIAL, LLC

Other Investors

CAMAY KWONG PASCUCCI
KATELYNN JULIE KENDALL
Zachary Delano
DOUGLAS TILGHMAN WILSON
Mark Patrick Sullivan
JAMES FRANKEL HORROCKS
SEAN PATRICK GIBBONS
SHANE POULIN

Other Offices

ONEDIGITAL · Danvers, MA
RBC CAPITAL MARKETS, LLC · DANVERS, MA
JANNEY MONTGOMERY SCOTT LLC · Danvers, MA
ROBERT W. BAIRD & CO. INCORPORATED · Danvers, MA
CETERA INVESTMENT ADVISERS LLC · DANVERS, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Danvers, MA
FORTIS CAPITAL ADVISORS, LLC · Danvers, MA
NVEST FINANCIAL, LLC · DANVERS, MA

More in Danvers, MA

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