Connor Joy
Investment adviser representative at Strategic Advisers LLC
23 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
23 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsFeb 2023 to now
- Trinity Wealth Securities, LLCJul 2022 to Jan 2023
- Florida Financial AdvisorsSep 2021 to Jan 2023
- Moretti and Sons LandscapingJun 2020 to Aug 2020
- Freedom Credit UnionMay 2019 to Nov 2021
- Syracuse UniversityMay 2018 to Aug 2021
- Worcester State UniversityAug 2017 to May 2018
- Town of GreenfieldMay 2017 to Aug 2017
- Denny's PantryApr 2015 to May 2017
- Greenfield Public SchoolsSep 2003 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
- Series 63 · Uniform Securities Agent State Law2023
State registrations
Registered as an investment adviser representative in 2 states (FL, 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
- 7512046
- Firm CRD
- 104555