Connor Fox
Investment adviser representative at Strategic Advisers LLC
12 yearsExperience
3 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
12 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2023 to now
- Performance Lexus RivercenterNov 2021 to Mar 2023
- Jaguar Land Rover CincinnatiSep 2021 to Oct 2021
- ZappattaMay 2021 to Aug 2021
- RoadidFeb 2021 to Aug 2021
- Jaguar Land Rover CincinnatiOct 2020 to Feb 2021
- Mcbeth DentalMay 2020 to Feb 2022
- KrogerApr 2020 to May 2020
- StrivetogetherJan 2019 to Aug 2019
- EurostampaMay 2018 to Dec 2018
- Brothers Bar and GrillFeb 2016 to Sep 2021
- University of CincinnatiAug 2014 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 3 states (KY, OH, 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
- 7715742
- Firm CRD
- 104555