Connor Louis Girard
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJan 2023 to now
- Lonestar ValetJun 2021 to Jan 2023
- Door DashSep 2020 to Jun 2021
- Pickup NowJul 2020 to Sep 2020
- MultiviewJan 2020 to Jun 2020
- CostcoDec 2019 to Jan 2020
- Enterprise Exotic Car RentalJun 2019 to Oct 2019
- Enterprise Rent A CarJun 2018 to Jun 2019
- UnemployedSep 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 7595783
- Firm CRD
- 104555