Connor Mathis

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 → Present
  Fidelity Investments
  Durham, NC
• 02/2021 → 07/2021
  North Carolina Farm Bureau
  Raleigh, NC
• 09/2020 → 12/2020
  Wake County Board Of Elections
  Raleigh, NC
• 05/2020 → 08/2020
  Allied Universal Secuirty
  Raleigh, NC
• 10/2016 → 05/2020
  Elon University
  Elon, NC
• 10/2018 → 11/2018
  Ups
  Bridgewater Township, NC
• 08/2015 → 05/2018
  Elon Universtiy
  Elon, NC
• 01/2019 → 05/2020
  Elon University
  Elon, NC
• 09/2018 → 10/2018
  Jersey Fine Wines
  New Providence, NJ
• 06/2017 → 08/2017
  Ken Rent
  Bernardsville, NJ
• 06/2018 → 08/2018
  Ken Rent
  Bernardsville, NJ
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2024-03-22 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Cleveland Heights, OH

Exams

• S66 Uniform Combined State Law Examination
  2024-03-20
• S63 Uniform Securities Agent State Law Examination
  2022-01-10

Other Names

• Connor William Mathis
• Connor Mathis