Quinn O'connor
Investment adviser representative at Strategic Advisers LLC
19 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
19 years in the industry.
- Strategic Advisers LLCMar 2025 to now
- Fidelity InvestmentsApr 2024 to now
- UnemployedMar 2024 to Apr 2024
- New York LifeOct 2023 to Feb 2024
- UnemployedJun 2023 to Sep 2023
- Corinthian Parking ServicesNov 2022 to Jan 2023
- Mineta Transportation InstituteOct 2021 to Oct 2022
- Brigantine CompanyOct 2020 to Jul 2021
- YmcaOct 2019 to Jan 2020
- San Jose StateAug 2019 to May 2023
- City of San DiegoJan 2019 to Sep 2021
- Davis & Adams ConstructionDec 2017 to Dec 2017
- StudentAug 2007 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 7801664
- Firm CRD
- 104555