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Casey James Connor

Strategic Advisers LLC

Pawtucket, RI

Smithfield, RI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • RI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Pawtucket, RI • United States

900 Salem Street, Smithfield, RI 02917-1243 • 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
Helen H Fishing Hyannis MA 05/2019 06/2022
Nantucket Yacht Club Nantucket MA 05/2018 09/2018
Cape Cod Oyster Company Barnstable MA 09/2018 05/2020
Costal Irrigation Cotuit MA 04/2017 09/2017
College Bridgewater MA 09/2016 05/2022
5 Bays Bistro Osterville MA 05/2017 08/2017
Stop And Shop Marstons Mills MA 06/2015 05/2017
Fidelity Investments Smithfield RI 06/2022 Present
Fidelity Investments Boston MA 03/2025 Present
  • 05/2019 → 06/2022
    Helen H Fishing
    Hyannis, MA
  • 05/2018 → 09/2018
    Nantucket Yacht Club
    Nantucket, MA
  • 09/2018 → 05/2020
    Cape Cod Oyster Company
    Barnstable, MA
  • 04/2017 → 09/2017
    Costal Irrigation
    Cotuit, MA
  • 09/2016 → 05/2022
    College
    Bridgewater, MA
  • 05/2017 → 08/2017
    5 Bays Bistro
    Osterville, MA
  • 06/2015 → 05/2017
    Stop And Shop
    Marstons Mills, MA
  • 06/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2022-11-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-88701|OrgNmn:Helen H Deep Sea Fishing|Org Addr:hyannis,Massachuse,US|OBA Nature:Charter Fishing|Invst Rel:N|Title:Deckhand|Duties:Help customers fish, Filet fish, clean boats, check engines.|StrtDt:|TotHrs/mon:25|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-31
  • S66 Uniform Combined State Law Examination
    2022-10-31
Other Names
  • Casey James Connor
  • Casey Connor

View on SEC IAPD

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