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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

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

Pawtucket, 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 09/2022 Present
Carpet Depot Ocean Township NJ 11/2020 09/2022
Pool Operation Management Brick Township NJ 04/2020 10/2020
United Parcel Service Lakewood NJ 10/2019 01/2020
Pool Operation Management Brick Township NJ 08/2019 10/2019
Tgi Fridays Brick Township NJ 02/2020 03/2020
Doordash San Francisco CA 08/2021 09/2022
Uber San Francisco CA 12/2016 12/2019
Waypoint 622 Brielle NJ 05/2016 09/2016
Livingston Dining Hall (Rutgers University) New Brunswick NJ 11/2016 12/2016
River Boat Tour Brielle NJ 06/2018 12/2018
Dominos Pizza Point Pleasant Boro NJ 02/2019 03/2019
Rutgers University New Brunswick NJ 09/2014 05/2019
Rutgers University New Brunswick NJ 05/2020 05/2021
Fidelity Investments Boston MA 03/2025 Present
  • 09/2022 → Present
    Fidelity Investments
    Smithfield, RI
  • 11/2020 → 09/2022
    Carpet Depot
    Ocean Township, NJ
  • 04/2020 → 10/2020
    Pool Operation Management
    Brick Township, NJ
  • 10/2019 → 01/2020
    United Parcel Service
    Lakewood, NJ
  • 08/2019 → 10/2019
    Pool Operation Management
    Brick Township, NJ
  • 02/2020 → 03/2020
    Tgi Fridays
    Brick Township, NJ
  • 08/2021 → 09/2022
    Doordash
    San Francisco, CA
  • 12/2016 → 12/2019
    Uber
    San Francisco, CA
  • 05/2016 → 09/2016
    Waypoint 622
    Brielle, NJ
  • 11/2016 → 12/2016
    Livingston Dining Hall (Rutgers University)
    New Brunswick, NJ
  • 06/2018 → 12/2018
    River Boat Tour
    Brielle, NJ
  • 02/2019 → 03/2019
    Dominos Pizza
    Point Pleasant Boro, NJ
  • 09/2014 → 05/2019
    Rutgers University
    New Brunswick, NJ
  • 05/2020 → 05/2021
    Rutgers University
    New Brunswick, NJ
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-28 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Smithfield, RI
Other Businesses

OBA-114092|OrgNmn:Uber|Org Addr:San Franci,California,US|OBA Nature:Ride Share Company|Invst Rel:N|Title:Independent Contractor|Duties:Driving people around|StrtDt:|TotHrs/mon:15|TrdHrs/mon:0|OBA-92370|OrgNmn:Doordash|Org Addr:San Franci,California,US|OBA Nature:Food Delivery Service|Invst Rel:N|Title:Independent Contractor|Duties:Delivery Driver|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-05-24
S63 Uniform Securities Agent State Law Examination 2023-06-01
  • S66 Uniform Combined State Law Examination
    2024-05-24
  • S63 Uniform Securities Agent State Law Examination
    2023-06-01
Other Names
  • Connor Michael Donnelly
  • Connor Donnelly

View on SEC IAPD

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