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Patrick O'COnnell

Strategic Advisers LLC

Greenwood Village, CO

Denver, CO

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

6501 S Fiddlers Green Circle Ste 300 - 600, Greenwood Village, CO 80111-5039 • United States

Denver, CO • 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
Unemployed Unemployed PA 08/2016 05/2018
1703 Holdings Chadds Ford PA 06/2020 10/2022
Fidelity Investments Greenwood Village CO 12/2022 11/2023
Fidelity Investments Greenwood Village CO 11/2023 Present
Dicks Sporting Goods Brandywine DE 05/2018 06/2020
Unemployed Unemployed PA 10/2022 12/2022
Fidelity Investments Boston MA 03/2025 Present
  • 08/2016 → 05/2018
    Unemployed
    Unemployed, PA
  • 06/2020 → 10/2022
    1703 Holdings
    Chadds Ford, PA
  • 12/2022 → 11/2023
    Fidelity Investments
    Greenwood Village, CO
  • 11/2023 → Present
    Fidelity Investments
    Greenwood Village, CO
  • 05/2018 → 06/2020
    Dicks Sporting Goods
    Brandywine, DE
  • 10/2022 → 12/2022
    Unemployed
    Unemployed, PA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-10-18 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Greenwood Village, CO
    Denver, CO
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-10-05
  • S66 Uniform Combined State Law Examination
    2024-10-05
Other Names
  • Patrick O'COnnell
  • Patrick Oconnell
  • Patrick Kevin O'COnnell
  • Oconnell Patrick

View on SEC IAPD

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Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
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