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Connor Daniel Sirot

Strategic Advisers LLC

Smithfield, RI

Attleboro, MA

CRD 7572725

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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:

Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-06-09
RI RA APPROVED 2025-04-29
TX RA APPROVED 2025-04-29
  • MA RA
    APPROVED
    Since 2026-06-09
  • RI RA
    APPROVED
    Since 2025-04-29
  • TX RA
    APPROVED
    Since 2025-04-29

Branch Locations

900 Salem Street, Smithfield, RI 02917-1243 • United States

Attleboro, MA • 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
North Haven High School North Haven CT 09/2014 06/2019
North Haven Recreational Department North Haven CT 06/2017 08/2021
Salve Regina Multicultural Office Newport RI 09/2019 05/2020
Salve Regina Admissions Team Newport RI 08/2021 12/2021
Fidelity Investments Smithfield RI 06/2022 Present
St. Clare's College Oxford 01/2022 05/2022
Anthony's Oceanview New Haven CT 05/2021 12/2021
  • 09/2014 → 06/2019
    North Haven High School
    North Haven, CT
  • 06/2017 → 08/2021
    North Haven Recreational Department
    North Haven, CT
  • 09/2019 → 05/2020
    Salve Regina Multicultural Office
    Newport, RI
  • 08/2021 → 12/2021
    Salve Regina Admissions Team
    Newport, RI
  • 06/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 01/2022 → 05/2022
    St. Clare's College
    Oxford
  • 05/2021 → 12/2021
    Anthony's Oceanview
    New Haven, CT
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-04-15
S63 Uniform Securities Agent State Law Examination 2022-12-18
  • S66 Uniform Combined State Law Examination
    2025-04-15
  • S63 Uniform Securities Agent State Law Examination
    2022-12-18

View on SEC IAPD

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