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Joseph D O'COnnor

Strategic Advisers LLC

Merrimack, NH

Winchester, MA

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-03-31
NH RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • NH RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Two Contra Way, Merrimack, NH 03054-4334 • United States

Winchester, MA • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Eastern Bank, N.A. Boston MA 09/2007 06/2018
Unemployed Winchester MA 07/2018 04/2019
J.P. Morgan Securities Llc Boston MA 05/2019 12/2022
Jpmorgan Chase Bank, N.A. Boston MA 05/2019 12/2022
Unemployed Winchester MA 01/2024 02/2024
Fidelity Investments Merrimack NH 03/2024 Present
Fidelity Investments Littleton MA 12/2022 12/2023
Fidelity Investments Boston MA 03/2025 Present
  • 09/2007 → 06/2018
    Eastern Bank, N.A.
    Boston, MA
  • 07/2018 → 04/2019
    Unemployed
    Winchester, MA
  • 05/2019 → 12/2022
    J.P. Morgan Securities Llc
    Boston, MA
  • 05/2019 → 12/2022
    Jpmorgan Chase Bank, N.A.
    Boston, MA
  • 01/2024 → 02/2024
    Unemployed
    Winchester, MA
  • 03/2024 → Present
    Fidelity Investments
    Merrimack, NH
  • 12/2022 → 12/2023
    Fidelity Investments
    Littleton, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2024-05-09 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Winchester, MA
  • 2023-04-25 → 2023-12-18
    Fidelity Personal And Workplace Advisors
    Littleton, MA
  • 2003-02-14 → 2007-09-14
    Citizens Securities, Inc.
    Smithfield, RI
    Johnston, RI
    Riverside, RI
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2019-07-15
S65 Uniform Investment Adviser Law Examination 2002-12-28
  • S63 Uniform Securities Agent State Law Examination
    2019-07-15
  • S65 Uniform Investment Adviser Law Examination
    2002-12-28
Designations
Other Names
  • Joseph Oconnor
  • Joseph D Oconnor
  • Joe Oconnor
  • Joseph Daniel Oconnor
  • Joseph D. Oconnor
  • Joseph D. O'COnnor

View on SEC IAPD

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