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Conor Shepard

Strategic Advisers LLC

Westlake, TX

Euless, TX

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

One Destiny Way, Westlake, TX 76262-8103 • United States

Euless, TX • 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 Brokerage Services Llc Westlake TX 08/2021 Present
Banner Bank Friday Harbor WA 09/2020 07/2021
College Works Painting Seattle WA 01/2018 10/2018
San Juan Airlines Bellingham WA 06/2017 10/2017
Qfc Redmond WA 04/2017 06/2017
Kohls Redmond WA 10/2016 04/2017
Full-Time Education Bellingham WA 09/2017 06/2021
Full-Time Education Redmond WA 07/2011 06/2017
Fidelity Investments Boston MA 03/2025 Present
  • 08/2021 → Present
    Fidelity Brokerage Services Llc
    Westlake, TX
  • 09/2020 → 07/2021
    Banner Bank
    Friday Harbor, WA
  • 01/2018 → 10/2018
    College Works Painting
    Seattle, WA
  • 06/2017 → 10/2017
    San Juan Airlines
    Bellingham, WA
  • 04/2017 → 06/2017
    Qfc
    Redmond, WA
  • 10/2016 → 04/2017
    Kohls
    Redmond, WA
  • 09/2017 → 06/2021
    Full-Time Education
    Bellingham, WA
  • 07/2011 → 06/2017
    Full-Time Education
    Redmond, WA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-02-01 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Westlake, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-01-28
  • S66 Uniform Combined State Law Examination
    2022-01-28
Other Names
  • Conor Thomas Shepard
  • Conor Shepard

View on SEC IAPD

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Other Offices

STRATEGIC ADVISERS LLC · WESTLAKE, TX
FIDELITY INSTITUTIONAL WEALTH ADVISER LLC · WESTLAKE, TX
EDWARD JONES · Westlake, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Trophy Club, TX
LPL FINANCIAL LLC · TROPHY CLUB, TX
ADVISOR RESOURCE COUNCIL · Trophy Club, TX
EDWARD JONES · TROPHY CLUB, TX
CHARLES SCHWAB & CO., INC. · Westlake, TX

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