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Connor R. Travis

Strategic Advisers LLC

Troy, MI

Sterling Heights, MI

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2025-03-31
TX RA APPROVED_RES 2025-03-31
  • MI RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED_RES
    Since 2025-03-31

Branch Locations

Troy, MI • United States

Sterling Heights, MI • 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
Team Enterprises East Lansing MI 08/2017 06/2018
Tech Smith Okemos MI 02/2017 07/2018
Michigan State University East Lansing MI 08/2014 12/2017
University Club Of Msu East Lansing MI 12/2016 03/2017
Axa Advisors, Llc New York NY 10/2018 06/2020
Equitable Advisors, Llc New York NY 10/2018 05/2021
Fidelity Shelby Twp MI 06/2021 Present
Fidelity Investments Boston MA 03/2025 Present
  • 08/2017 → 06/2018
    Team Enterprises
    East Lansing, MI
  • 02/2017 → 07/2018
    Tech Smith
    Okemos, MI
  • 08/2014 → 12/2017
    Michigan State University
    East Lansing, MI
  • 12/2016 → 03/2017
    University Club Of Msu
    East Lansing, MI
  • 10/2018 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 10/2018 → 05/2021
    Equitable Advisors, Llc
    New York, NY
  • 06/2021 → Present
    Fidelity
    Shelby Twp, MI
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2021-08-10 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Covington, KY
  • 2018-11-15 → 2021-05-10
    Equitable Advisors, Llc
    Macomb, MI
    Troy, MI
    Troy, MI
    Grand Rapids, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-11-12
  • S66 Uniform Combined State Law Examination
    2018-11-12
Other Names
  • Connor Travis
  • Connor R Travis
  • Connor Ryan Travis

View on SEC IAPD

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