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Keagan O'COnnor

Strategic Advisers LLC

Albany, NY

Glenville, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

59 Wolf Rd, Albany, NY 12205-2612 • United States

Glenville, NY • 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
The Ayco Company, L.P./Mercer Allied Albany NY 10/2019 01/2021
Sysco Clifton Park NY 02/2017 10/2019
University At Albany Albany NY 01/2016 05/2019
Jnl Management Plattsburgh NY 05/2016 01/2018
Goldman Sachs & Co. Llc Cohoes NY 01/2021 09/2023
Fidelity Investments Albany NY 09/2023 Present
Fidelity Investments Boston MA 03/2025 Present
  • 10/2019 → 01/2021
    The Ayco Company, L.P./Mercer Allied
    Albany, NY
  • 02/2017 → 10/2019
    Sysco
    Clifton Park, NY
  • 01/2016 → 05/2019
    University At Albany
    Albany, NY
  • 05/2016 → 01/2018
    Jnl Management
    Plattsburgh, NY
  • 01/2021 → 09/2023
    Goldman Sachs & Co. Llc
    Cohoes, NY
  • 09/2023 → Present
    Fidelity Investments
    Albany, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
Other Businesses

OBA-107369|OrgNmn:Shamrock LLC|Org Addr:Chateaugua,New York,US|OBA Nature:This is an LLC made of up of f|Invst Rel:Y|Title:N/A|Duties:N/A|StrtDt:03-08-24|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-10-02
  • S66 Uniform Combined State Law Examination
    2020-10-02
Other Names
  • Keagan Oconnor

View on SEC IAPD

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WELLS FARGO CLEARING SERVICES, LLC

Other Investors

DANIEL DOUGLAS BAUER
BRETT PHILIP HARRIS
DOUGLAS JAMES BAUER
MICHAEL STEPHEN SHAPIRO
STEPHEN MARK PEER
RICHARD JEFFERY ANTHONY
GEORGE NICHOLAS BROWN
JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

More in Albany, NY

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