Christopher Oconnell

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

• 05/2014 → 08/2017
  First Choice Auto Auction
  Houston, TX
• 08/2017 → 05/2018
  Texas State University
  San Marcos, TX
• 06/2018 → 10/2018
  Sagepoint Financial, Inc.
  Katy, TX
• 10/2018 → 12/2021
  Sagepoint Financial, Inc.
  Katy, TX
• 06/2021 → Present
  Fidelity Investments
  Westlake, TX
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-09-14 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Westlake, TX
• 2018-09-11 → 2021-12-31
  Osaic Services, Inc.
  Richmond, TX

Exams

• S66 Uniform Combined State Law Examination
  2018-09-10

Other Names

• Kris O'COnnell
• Christopher Alexander Oconnell
• Christopher Oconnell