Derek O'connor
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsDec 2022 to now
- Charles Schwab & Co., Inc.Jun 2021 to Oct 2022
- WalmartDec 2020 to Jan 2021
- Kat ExecutivesNov 2020 to Dec 2020
- AmazonMay 2020 to Aug 2020
- Level365May 2019 to Aug 2019
- Dorm DealsJun 2018 to Aug 2018
- Wabash College (lilly Library)Feb 2018 to May 2021
- Wabash CollegeAug 2017 to May 2021
- N/aJun 2017 to Jul 2017
- KrogerDec 2016 to Feb 2017
- Roncalli High SchoolAug 2013 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (IN, 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
- 7402804
- Firm CRD
- 104555