Eamon Connolly
Investment adviser representative at Strategic Advisers LLC
8 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
8 years in the industry.
- Strategic Advisers LLCSep 2025 to now
- Fidelity InvestmentsAug 2024 to now
- VinfenJan 2024 to Jul 2024
- ToscaJan 2022 to Dec 2023
- Scarlet Oak TavernDec 2018 to Dec 2021
- Full Time EducationSep 2018 to Dec 2018
- Silver Fern LandscapingJun 2018 to Sep 2018
- The Range Bar and GrilleApr 2016 to Jun 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 3 states (MA, RI, 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
- 7978363
- Firm CRD
- 104555