Katherine A. Connolly
Investment adviser representative at Strategic Advisers LLC
13 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
13 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsNov 2023 to now
- The BroadwayAug 2023 to Nov 2023
- Pruco Securities LLCJun 2023 to Nov 2023
- Brookside Math Education IncorporatedApr 2023 to Aug 2023
- JunebugFeb 2022 to Jun 2022
- Lilly PulitzerJun 2021 to Aug 2021
- Wellesley Public SchoolsAug 2020 to Jun 2023
- Framingham Public SchoolsAug 2019 to Jun 2020
- Newton Public SchoolsAug 2018 to Jul 2019
- Boston CollegeJul 2018 to Aug 2019
- Church of the AdventSep 2017 to Dec 2017
- Portside TavernJul 2017 to Aug 2017
- Catholic University of AmericaAug 2014 to Jun 2018
- In the Pink StoresMay 2013 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (NY, 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
- 7788164
- Firm CRD
- 104555