John C. 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

• 01/2010 → 12/2020
  Delaware Investments
  Philadelphia, PA
• 04/2020 → 12/2020
  Macquarie Investment Management Business Trust
  Philadelphia, PA
• 12/2022 → Present
  Fidelity Investments
  Columbus, OH
• 12/2020 → 12/2022
  Unemployed
  Dublin, OH
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2023-07-11 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Columbus, OH
• 2020-04-20 → 2020-12-24
  Nomura Investment Management Business Trust
  Philadelphia, PA
• 2010-01-19 → 2020-04-20
  Delaware Capital Management Advisers, Inc
  Philadelphia, PA
• 2006-02-17 → 2009-12-31
  Lincoln Financial Distributors, Inc.
  Dublin, OH
  Newtown Square, PA
  Pittsford, NY
  Ann Arbor, MI
  Radnor, PA
• 2003-02-26 → 2004-06-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rockland, MA

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-07-10
• S66 Uniform Combined State Law Examination
  2003-02-20
• S63 Uniform Securities Agent State Law Examination
  1993-05-07

Other Names

• John Campbell Oconnell