Connor Elliott
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsMar 2025 to now
- FidelityJun 2023 to now
- University of MassachusettsAug 2022 to May 2023
- Gam Investments: University of Massachusetts Student ProjectAug 2022 to Jan 2023
- Marcus and Elliott TruckingAug 2020 to Aug 2022
- Umass AmherstSep 2019 to May 2023
- Eastern Yacht ClubJun 2018 to Aug 2018
- Maddies Sail LoftOct 2016 to Jul 2019
- Marblehead High SchoolSep 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (MA).
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
- 7766071
- Firm CRD
- 104555