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Connor Boynton

Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
2 statesRegistered in
$1.4TFirm assets
49 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat feeOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

11 years in the industry.

  1. Strategic Advisers LLCMay 2026 to now
  2. Fidelity InvestmentsApr 2026 to now
  3. UnemployedSep 2025 to Apr 2026
  4. Fidelity InvestmentsDec 2022 to Sep 2025
  5. Raymond James Financial Services Advisors, Inc.Apr 2022 to Dec 2022
  6. Desert Financial Wealth ManagementJan 2022 to Dec 2022
  7. Raymond James Financial Services, Inc.Apr 2020 to Dec 2022
  8. Desert Financial Credit UnionAug 2019 to Apr 2020
  9. Pinto Creek RanchesMay 2019 to Aug 2019
  10. Boat Rentals of AmericaJan 2019 to May 2019
  11. Scottsdale Community CollegeJan 2018 to Jan 2019
  12. Desert Financial Credit UnionJul 2017 to Jan 2019
  13. Aspen Physical TherapyJan 2017 to Jul 2017
  14. Fyzical Spine, Orthopedic, and Sports Physical TherapyApr 2016 to Jan 2017
  15. Brigham Young UniversityJan 2015 to Jan 2017
  16. The Church of Jesus Christ of Latter-day Saints Missionary CtrJan 2015 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2022

State registrations

Registered as an investment adviser representative in 2 states (TN, TX).

Strategic Advisers LLC

$1.4TAssets managed
2,401,763Clients
17,021Advisers
49 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
7251298
Firm CRD
104555
Advisor's SEC record (opens in a new tab)
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