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Colleen May

Strategic Advisers LLC

Fairfield, CT

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-06-16
TX RA APPROVED 2025-03-31
  • CT RA
    APPROVED
    Since 2026-06-16
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Fairfield, CT • 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
Parsonskellogg East Providence RI 09/2016 12/2016
Providence College Providence RI 01/2017 05/2017
Fidelity Investments New York NY 07/2017 Present
Fidelity Investments Boston MA 03/2025 Present
  • 09/2016 → 12/2016
    Parsonskellogg
    East Providence, RI
  • 01/2017 → 05/2017
    Providence College
    Providence, RI
  • 07/2017 → Present
    Fidelity Investments
    New York, NY
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-11-02 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-08-27
S63 Uniform Securities Agent State Law Examination 2017-11-19
  • S66 Uniform Combined State Law Examination
    2021-08-27
  • S63 Uniform Securities Agent State Law Examination
    2017-11-19
Designations
Other Names
  • Colleen Anne O'COnnell
  • Colleen Anne Oconnell
  • Colleen O'COnnell

View on SEC IAPD

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