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Connor Whitcomb

Strategic Advisers LLC

Kensington, MD

Bethesda, MD

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MD RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Kensington, MD • United States

7501 Wisconsin Ave Suites 150W & 700W, Bethesda, MD 20814-6519 • 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 Bethesda MD 08/2015 Present
Fidelity Personal And Workplace Advisors Boston MA 07/2018 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2015 → Present
    Fidelity Investments
    Bethesda, MD
  • 07/2018 → Present
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2018-07-13 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Boston, MA
    Kensington, MD
    Bethesda, MD
  • 2016-06-06 → 2018-07-13
    Strategic Advisers Llc
    Bethesda, MD
  • 2014-10-15 → 2015-08-07
    Farr Miller & Washington Llc
    Washington, DC
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2015-11-13
S65 Uniform Investment Adviser Law Examination 2014-08-28
  • S63 Uniform Securities Agent State Law Examination
    2015-11-13
  • S65 Uniform Investment Adviser Law Examination
    2014-08-28
Designations
Other Names
  • Connor Taft Whitcomb

View on SEC IAPD

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