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Eamon Connolly

Strategic Advisers LLC

Smithfield, RI

Hingham, MA

CRD 7978363

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-17
RI RA APPROVED 2025-09-02
TX RA APPROVED 2025-09-02
  • MA RA
    APPROVED
    Since 2025-09-17
  • RI RA
    APPROVED
    Since 2025-09-02
  • TX RA
    APPROVED
    Since 2025-09-02

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Hingham, 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
Full Time Education Kingston RI 09/2018 12/2018
The Range Bar And Grille Hingham MA 04/2016 06/2018
Scarlet Oak Tavern Hingham MA 12/2018 12/2021
Vinfen Roslindale MA 01/2024 07/2024
Silver Fern Landscaping Norwell MA 06/2018 09/2018
Tosca Hingham MA 01/2022 12/2023
Fidelity Investments Smithfield RI 08/2024 Present
  • 09/2018 → 12/2018
    Full Time Education
    Kingston, RI
  • 04/2016 → 06/2018
    The Range Bar And Grille
    Hingham, MA
  • 12/2018 → 12/2021
    Scarlet Oak Tavern
    Hingham, MA
  • 01/2024 → 07/2024
    Vinfen
    Roslindale, MA
  • 06/2018 → 09/2018
    Silver Fern Landscaping
    Norwell, MA
  • 01/2022 → 12/2023
    Tosca
    Hingham, MA
  • 08/2024 → Present
    Fidelity Investments
    Smithfield, RI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-08-29
S63 Uniform Securities Agent State Law Examination 2024-10-21
  • S66 Uniform Combined State Law Examination
    2025-08-29
  • S63 Uniform Securities Agent State Law Examination
    2024-10-21
Other Names
  • Eamon Connolly
  • Eamon Kenton Connolly

View on SEC IAPD

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