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Conner Reeves

Strategic Advisers LLC

Cary, NC

Cary, NC

Cary, NC

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Current Employers
Strategic Advisers Llc

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

Current Registrations

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

Branch Locations

2500 Regency Parkway, Cary, NC 27518-8549 • United States

Cary, NC • United States

580 New Waverly Pl Ste 240, Cary, NC 27518-7406 • 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 Investments Cary NC 03/2023 Present
Jpmorgan Chase & Co Lexington KY 03/2022 02/2023
Grass!365 Lexington KY 05/2021 02/2023
Locked And Coded Llc Charleston WV 10/2017 12/2019
Connor Concepts Inc. Lexington KY 08/2020 11/2020
Elkland Pool Llc Charleston WV 06/2015 08/2017
University Of Kentucky Lexington KY 08/2018 05/2022
Capital High School Charleston WV 08/2014 05/2018
Fidelity Investments Boston MA 03/2025 Present
  • 03/2023 → Present
    Fidelity Investments
    Cary, NC
  • 03/2022 → 02/2023
    Jpmorgan Chase & Co
    Lexington, KY
  • 05/2021 → 02/2023
    Grass!365
    Lexington, KY
  • 10/2017 → 12/2019
    Locked And Coded Llc
    Charleston, WV
  • 08/2020 → 11/2020
    Connor Concepts Inc.
    Lexington, KY
  • 06/2015 → 08/2017
    Elkland Pool Llc
    Charleston, WV
  • 08/2018 → 05/2022
    University Of Kentucky
    Lexington, KY
  • 08/2014 → 05/2018
    Capital High School
    Charleston, WV
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2023-06-30 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Cary, NC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-20
  • S66 Uniform Combined State Law Examination
    2023-06-20
Other Names
  • Conner Preston Reeves
  • Conner Reeves

View on SEC IAPD

Other Firms

VERATIS ADVISORS, INC.
RFG ADVISORY, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
TRUIST ADVISORY SERVICES, INC.
COMPERIO RETIREMENT CONSULTING, INC.
WEALTHSHIELD PARTNERS, LLC
BRODIE WEALTH MANAGEMENT

Other Investors

STEPHEN DREW SIMPSON
LIAM BRIAN JOHNSON
DEREK THOMPSON WILLIAMS
JASON WILLIAM CARTER
Kashif Osman
Ibraheem Wael Ahmad Amin
Robert Sidney Larson
Karena Lyn Bagwell

Other Offices

VERATIS ADVISORS, INC. · CARY, NC
RFG ADVISORY, LLC · Cary, NC
EDWARD JONES · CARY, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cary, NC
TRUIST ADVISORY SERVICES, INC. · CARY, NC
COMPERIO RETIREMENT CONSULTING, INC. · CARY, NC
WEALTHSHIELD PARTNERS, LLC · CARY, NC

More in Cary, NC

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