Connor Mccluskey

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

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.

1. Strategic Advisers LLCFeb 2026 to now
2. Fidelity InvestmentsAug 2024 to now
3. Salt Lake City School DistrictJan 2024 to Jan 2024
4. Whole Foods MarketAug 2023 to Jul 2024
5. UnemployedJun 2023 to Aug 2023
6. Whole Foods MarketFeb 2023 to Jun 2023
7. UnemployedJan 2023 to Jan 2023
8. Whole Foods MarketNov 2022 to Dec 2022
9. University of UtahAug 2022 to Dec 2023
10. UnemployedAug 2022 to Oct 2022
11. Olive GardenMar 2022 to Jul 2022
12. Dodge Ridge Mountain ResortDec 2021 to Feb 2022
13. UnemployedJun 2021 to Nov 2021
14. San Francisco State University Residential LifeJul 2020 to May 2021
15. UnemployedApr 2020 to Jun 2020
16. San Francisco State University Residential LifeJul 2019 to Mar 2020
17. UnemployedJun 2019 to Jun 2019
18. San Francisco State University Campus RecreationMar 2019 to May 2019
19. UnemployedSep 2018 to Feb 2019
20. San Francisco State UniversityAug 2018 to May 2022
21. Twain Harte LakeMay 2018 to Aug 2018
22. UnemployedSep 2017 to Apr 2018
23. Twain Harte LakeMay 2017 to Aug 2017
24. UnemployedFeb 2017 to Apr 2017
25. Sonora Sports and FitnessDec 2016 to Jan 2017
26. UnemployedSep 2016 to Nov 2016
27. Sonora Union High SchoolAug 2014 to Jun 2018

Exams passed

• Series 63 · Uniform Securities Agent State Law2024
• Series 66 · Uniform Combined State Law2026

State registrations

Registered as an investment adviser representative in 2 states (TX, UT).

Strategic Advisers LLC

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

7975604

Firm CRD

104555