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Ellen O'COnnell

Strategic Advisers LLC

Boston, MA

Bristol, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-02-24
MA RA APPROVED 2025-03-31
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • GA RA
    APPROVED
    Since 2026-02-24
  • MA RA
    APPROVED
    Since 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

155 Congress St, Boston, MA 02110-2511 • United States

Bristol, RI • 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
Fidelity Investments Smithfield RI 11/2011 Present
Fidelity Investments Boston MA 03/2025 Present
  • 11/2011 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-03-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Boston, MA
    Bristol, RI
  • 2010-01-29 → 2011-11-11
    Bakeravenue
    San Francisco, CA
Other Businesses

OBA-131675|OrgNmn:Bradford House Condominium|Org Addr:44 Bradfor,Rhode Isla,US|OBA Nature:Each condo owner is a member o|Invst Rel:N|Title:Condo board member|Duties:4 condo owners oversee the property and manage the expenses.|StrtDt:07-13-26|TotHrs/mon:1|TrdHrs/mon:0|

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-09-25
S66 Uniform Combined State Law Examination 2010-01-28
  • S63 Uniform Securities Agent State Law Examination
    2013-09-25
  • S66 Uniform Combined State Law Examination
    2010-01-28
Designations
Other Names
  • Ellen Oconnell
  • Ellen Oconnell

View on SEC IAPD

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STEPHEN ELLSWORTH JOHNSON
CHRISTOPHER MICHAEL HAGAN
ALDEN Wakefield WITMAN
JEFFREY ABRAHAM BESHANSKY
Holly A Dumlupinar
Andrew Joseph Busa

Other Offices

COHERE CAPITAL · BOSTON, MA
BAYPINE HOLDINGS LP · BOSTON, MA
GUIDEPOST GROWTH EQUITY MANAGEMENT COMPANY, L.P. · BOSTON, MA
LONGWOOD MANAGEMENT LLC · BOSTON, MA
ADVENT INTERNATIONAL, L.P. · BOSTON, MA
NEW HERITAGE CAPITAL, LLC · BOSTON, MA
WUXI HEALTHCARE VENTURES MANAGEMENT US LLC · BOSTON, MA
NEWPATH MANAGEMENT, L.P. · BOSTON, MA

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