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Ryan O'COnnor

Strategic Advisers LLC

Waterford, CT

Smithfield, RI

CRD 7622336

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

Branch Locations

Waterford, CT • 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
Waterford Shack Waterford CT 08/2016 08/2022
Quinnipiac Intramurals Hamden CT 09/2018 05/2022
Eastern Ct Workforce Investment Board North Franklin CT 06/2021 06/2021
Doordash Inc San Francisco CA 05/2021 04/2022
Fidelity Investments Smithfield RI 08/2022 Present
Quinnipiac University Hamden CT 08/2018 05/2022
Waterford High School Waterford CT 08/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 08/2022
    Waterford Shack
    Waterford, CT
  • 09/2018 → 05/2022
    Quinnipiac Intramurals
    Hamden, CT
  • 06/2021 → 06/2021
    Eastern Ct Workforce Investment Board
    North Franklin, CT
  • 05/2021 → 04/2022
    Doordash Inc
    San Francisco, CA
  • 08/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 08/2018 → 05/2022
    Quinnipiac University
    Hamden, CT
  • 08/2014 → 05/2018
    Waterford High School
    Waterford, CT
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-01-17 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-91130|OrgNmn:JR Shack|Org Addr:Waterford,Connecticu,US|OBA Nature:Diner|Invst Rel:N|Title:Employee|Duties:Closing shifts 1-2 times per month. Likely from 7 PM-9 PM|StrtDt:12-19-25|TotHrs/mon:12|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-01-05
  • S66 Uniform Combined State Law Examination
    2023-01-05
Other Names
  • Ryan Alexander O'COnnor
  • Alex O'COnnor
  • Ryan Oconnor

View on SEC IAPD

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