Ross Mcconnell
Investment adviser representative at Strategic Advisers LLC
15 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
15 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMay 2022 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedJun 2021 to Apr 2022
- Newity / Acap Sme, LLCJan 2021 to Jun 2021
- SafewayJul 2020 to Jan 2021
- TargetJul 2020 to Jul 2020
- DoordashMay 2020 to Jul 2020
- Liftable MediaJan 2020 to Jun 2020
- Youfit Health ClubsSep 2019 to Dec 2019
- Grand Canyon UniversitySep 2017 to Dec 2020
- Blue Elephant Car WashJul 2017 to Jul 2020
- UnemployedJan 2011 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (ID, 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
- 7404810
- Firm CRD
- 104555