Best Investors Account Sign in

Connor Koop

Strategic Advisers LLC

Covington, KY

Fort Thomas, KY

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
KY RA APPROVED 2026-01-21
OH RA APPROVED 2026-01-21
TX RA APPROVED 2026-01-21
  • KY RA
    APPROVED
    Since 2026-01-21
  • OH RA
    APPROVED
    Since 2026-01-21
  • TX RA
    APPROVED
    Since 2026-01-21

Branch Locations

100 Howe Drive, Covington, KY 41015-5000 • United States

Fort Thomas, KY • 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
Unemployed Sylvania OH 01/2015 03/2018
Fritz Baumgartner Sylvania OH 12/2024 07/2025
Fidelity Investments Covington KY 08/2025 Present
Kelsie Sylvania OH 05/2025 06/2025
Inverness Country Club Sylvania OH 01/2018 01/2019
Nick Sylvania OH 06/2021 06/2022
Bake Rbarry Bagels Sylvania OH 03/2021 05/2024
Mark Greenblatt Sylvania OH 05/2021 11/2024
Fidelity Investments Lakewood CO 05/2024 08/2024
Shawn Roberts Sylvania OH 03/2018 06/2021
Jcc/Ymca Sylvania OH 01/2019 03/2021
  • 01/2015 → 03/2018
    Unemployed
    Sylvania, OH
  • 12/2024 → 07/2025
    Fritz Baumgartner
    Sylvania, OH
  • 08/2025 → Present
    Fidelity Investments
    Covington, KY
  • 05/2025 → 06/2025
    Kelsie
    Sylvania, OH
  • 01/2018 → 01/2019
    Inverness Country Club
    Sylvania, OH
  • 06/2021 → 06/2022
    Nick
    Sylvania, OH
  • 03/2021 → 05/2024
    Bake Rbarry Bagels
    Sylvania, OH
  • 05/2021 → 11/2024
    Mark Greenblatt
    Sylvania, OH
  • 05/2024 → 08/2024
    Fidelity Investments
    Lakewood, CO
  • 03/2018 → 06/2021
    Shawn Roberts
    Sylvania, OH
  • 01/2019 → 03/2021
    Jcc/Ymca
    Sylvania, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-01-12
  • S66 Uniform Combined State Law Examination
    2026-01-12

View on SEC IAPD

More in Covington, KY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor