Best Investors Account Sign in

Roan Conley

Strategic Advisers LLC

Albuquerque, NM

Albuquerque, NM

Claim This Profile
Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2025-03-31
TX RA APPROVED 2025-03-31
  • NM RA
    APPROVED
    Since 2025-03-31
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

Albuquerque, NM • United States

2100 Louisiana Blvd Ne Building 209, Albuquerque, NM 87110-5413 • 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 Albuquerque NM 02/2023 Present
University Of New Mexico Albuquerque NM 01/2019 12/2022
University Of Iowa Iowa City IA 06/2016 12/2018
Sport Systems Albuquerque NM 07/2021 11/2022
Rush Soccer Albuquerque NM 07/2019 02/2020
Advantage Surveying Albuquerque NM 04/2019 08/2019
Uptake Technologies Chicago IL 04/2018 08/2018
Asset Performance Technologies Albuquerque NM 04/2017 08/2017
Lowes Albuquerque NM 07/2021 07/2021
Fidelity Investments Boston MA 03/2025 Present
  • 02/2023 → Present
    Fidelity
    Albuquerque, NM
  • 01/2019 → 12/2022
    University Of New Mexico
    Albuquerque, NM
  • 06/2016 → 12/2018
    University Of Iowa
    Iowa City, IA
  • 07/2021 → 11/2022
    Sport Systems
    Albuquerque, NM
  • 07/2019 → 02/2020
    Rush Soccer
    Albuquerque, NM
  • 04/2019 → 08/2019
    Advantage Surveying
    Albuquerque, NM
  • 04/2018 → 08/2018
    Uptake Technologies
    Chicago, IL
  • 04/2017 → 08/2017
    Asset Performance Technologies
    Albuquerque, NM
  • 07/2021 → 07/2021
    Lowes
    Albuquerque, NM
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-07-21 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Albuquerque, NM
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-24
  • S66 Uniform Combined State Law Examination
    2023-05-24
Other Names
  • Roan Que Conley

View on SEC IAPD

More in Albuquerque, NM

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor