Megan Connelly
Investment adviser representative at Strategic Advisers LLC
11 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
11 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsJun 2023 to now
- Montani ConsultingDec 2022 to Jun 2023
- Network Building + ConsultingJun 2022 to Aug 2022
- Loyola University of Maryland Dpmt of Recreation and WellnessMar 2020 to May 2023
- Loyola University of MarylandSep 2019 to May 2023
- Elavation Burger IncNov 2017 to Jun 2019
- Camp MechuwanaJun 2017 to Aug 2021
- Cape Elizabeth High SchoolSep 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 3 states (MA, ME, 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
- 7774236
- Firm CRD
- 104555