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Conor Duffy

Strategic Advisers LLC

Westwood, MA

Needham, 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
TX RA APPROVED 2025-03-31
  • MA RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

109 University Ave Ste 107, Westwood, MA 02090-2306 • United States

Needham, MA • 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 Brokerage Services Llc Merrimack NH 07/2018 Present
Life Time Fitness Westwood MA 05/2016 09/2016
Axa Advisors Wellesley MA 05/2017 09/2017
Salve Regina University Newport RI 09/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 07/2018 → Present
    Fidelity Brokerage Services Llc
    Merrimack, NH
  • 05/2016 → 09/2016
    Life Time Fitness
    Westwood, MA
  • 05/2017 → 09/2017
    Axa Advisors
    Wellesley, MA
  • 09/2014 → 05/2018
    Salve Regina University
    Newport, RI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2019-07-12 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
    Chestnut Hill, MA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-12-11
  • S66 Uniform Combined State Law Examination
    2018-12-11
Other Names
  • Conor Patrick Duffy
  • Conor Duffy
  • Conor Patrick Duffy

View on SEC IAPD

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Other Offices

WEALTHY CHOICES (R) · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA
LPL FINANCIAL LLC · WESTWOOD, MA
MODERA WEALTH MANAGEMENT, LLC · WESTWOOD, MA
STAGE HARBOR FINANCIAL · WESTWOOD, MA
SAVANT WEALTH MANAGEMENT · Westwood, MA
DOVER INVESTMENT ADVISORY CORPORATION · WESTWOOD, MA
CHARLESBRIDGE ADVISORS · DEDHAM, MA

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