Delores O'COnnor

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

• 12/2012 → 07/2021
  Fidelity Brokerage Services Llc
  St. Louis, MO
• 07/2018 → 07/2021
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 05/2022 → Present
  Fidelity Investments
  Saint Peters, MO
• 07/2021 → 05/2022
  Unemployed
  Saint Peters, MO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2022-08-30 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Saint Peters, MO
  Westlake, TX
• 2018-07-13 → 2021-07-16
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2017-01-31 → 2018-07-13
  Strategic Advisers Llc
  St. Louis, MO
• 2012-05-08 → 2012-12-12
  Ubs Financial Services Inc.
  Westport, CT
  Stamford, CT

Exams

• S66 Uniform Combined State Law Examination
  2017-01-18
• S63 Uniform Securities Agent State Law Examination
  2001-09-12

Other Names

• Dee Kaufmann
• Delores Ann Kaufmann
• Dee O'COnnor
• Delores Pini
• Delores Kaufmann
• Delores Oconnor
• Delores Ann Oconnor
• Delores Ann O'COnnor