Connor Mcphail

Strategic Advisers LLC

Claim This Profile

Current Employers

Strategic Advisers Llc

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

Current Registrations

Authority	Category	Status	Date
KY	RA	APPROVED	2025-03-31
OH	RA	APPROVED	2025-03-31
TX	RA	APPROVED	2025-03-31

KY RA
APPROVED

Since 2025-03-31
OH RA
APPROVED

Since 2025-03-31
TX RA
APPROVED

Since 2025-03-31

Branch Locations

Amelia, OH • United States

100 Howe Drive, Covington, KY 41015-5000 • 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

Organization	City	State	From	To
Innomark Communication	Fairfield	OH	02/2016	04/2017
Mount St. Joseph University	Cincinnati	OH	08/2012	05/2017
Edward Jones	St Louis	MO	05/2017	07/2018
Fidelity Brokerage Services Llc	Covington	KY	10/2018	Present
Oak Hills High School	Cincinnati	OH	03/2018	10/2018
Fidelity Investments	Boston	MA	03/2025	Present

02/2016 → 04/2017

Innomark Communication

Fairfield, OH
08/2012 → 05/2017

Mount St. Joseph University

Cincinnati, OH
05/2017 → 07/2018

Edward Jones

St Louis, MO
10/2018 → Present

Fidelity Brokerage Services Llc

Covington, KY
03/2018 → 10/2018

Oak Hills High School

Cincinnati, OH
03/2025 → Present

Fidelity Investments

Boston, MA

Previous Registrations

2019-02-07 → 2025-03-31

Fidelity Personal And Workplace Advisors

Covington, KY
2017-07-18 → 2018-07-27

Edward Jones

Cincinatti, OH

St Louis, MO

Maryland Heights, MO

Cincinnati, OH

Glendale, OH

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-07-15

S66 Uniform Combined State Law Examination

2017-07-15

Other Names

Connor Alexander Mcphail

View on SEC IAPD

More in Amelia, OH

Reviews

Want to share your experience?

Sign in to leave a review

Loading reviews...

Reach out to this advisor