Connor J. Larson
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCJul 2025 to now
- Fidelity InvestmentsJul 2023 to now
- BettercloudAug 2022 to Dec 2022
- Augusta National Golf ClubApr 2022 to Apr 2022
- Cafe PanacheJun 2021 to Jul 2022
- The Tuxedo ClubJun 2021 to Jul 2021
- Delaware NorthMay 2021 to May 2021
- Quail Hollow ClubMay 2021 to May 2021
- Augusta National Golf ClubApr 2021 to Apr 2021
- Market BasketDec 2020 to Jan 2021
- Operation Deep BlueJun 2020 to Jun 2023
- Competition PoolsJun 2019 to Jul 2019
- University of South CarolinaAug 2018 to May 2022
- Don Bosco Preparatory HighschoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 7780447
- Firm CRD
- 104555