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Stephen Robert Conn

Strategic Advisers LLC

New York, NY

New York, NY

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Current Employers
Strategic Advisers Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-02-12
TX RA APPROVED 2025-03-31
  • NY RA
    APPROVED
    Since 2026-02-12
  • TX RA
    APPROVED
    Since 2025-03-31

Branch Locations

1120 6Th Ave Avenue Of The Americas, New York, NY 10036-6700 • United States

New York, NY • 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
Marshfield Public Schools Marshfield MA 05/2013 05/2020
T.K.O. Malley'S Sports Cafe Scituate MA 06/2018 08/2022
Providence College Providence RI 08/2020 05/2023
Providence College Providence RI 04/2021 09/2022
Fidelity Investments Smithfield RI 05/2023 Present
Marshfield Youth Basketball Marshfield MA 11/2017 03/2020
Fidelity Investments Boston MA 03/2025 Present
  • 05/2013 → 05/2020
    Marshfield Public Schools
    Marshfield, MA
  • 06/2018 → 08/2022
    T.K.O. Malley'S Sports Cafe
    Scituate, MA
  • 08/2020 → 05/2023
    Providence College
    Providence, RI
  • 04/2021 → 09/2022
    Providence College
    Providence, RI
  • 05/2023 → Present
    Fidelity Investments
    Smithfield, RI
  • 11/2017 → 03/2020
    Marshfield Youth Basketball
    Marshfield, MA
  • 03/2025 → Present
    Fidelity Investments
    Boston, MA
Previous Registrations
  • 2025-02-04 → 2025-03-31
    Fidelity Personal And Workplace Advisors
    Marshfield, MA
Other Businesses

OBA-130686|OrgNmn:TMPL Fitness|Org Addr:New York ,New York,US|OBA Nature:Gym|Invst Rel:N|Title:Front Desk|Duties:Check-in members at front desk of gym|StrtDt:|TotHrs/mon:40|TrdHrs/mon:0|

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-01-31
S63 Uniform Securities Agent State Law Examination 2023-11-28
  • S66 Uniform Combined State Law Examination
    2025-01-31
  • S63 Uniform Securities Agent State Law Examination
    2023-11-28
Other Names
  • Stephen Robert Conn
  • Stephen Conn

View on SEC IAPD

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Other Offices

ISLET MANAGEMENT, LP · NEW YORK, NY
P2 CAPITAL PARTNERS, LLC · NEW YORK, NY
KINYAN CAPITAL MANAGEMENT LLC · NEW YORK, NY
BRIGHTSPIRE CAPITAL ADVISORS, LLC · NEW YORK, NY
ACORN ADVISORY CAPITAL, L.P. · NEW YORK, NY
COMPASS GROUP LLC · NEW YORK, NY
CRESTVIEW PARTNERS · NEW YORK, NY
LEEDS EQUITY PARTNERS · NEW YORK, NY

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