Connor Brent Kellis
Investment adviser representative at Strategic Advisers LLC
10 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
10 years in the industry.
- Strategic Advisers LLCSep 2026 to now
- Fidelity InvestmentsSep 2024 to now
- StudentJul 2024 to Sep 2024
- Cvs HealthAug 2022 to Jul 2024
- Church MissionJul 2020 to Aug 2022
- Mtc ProvoAug 2019 to May 2020
- Real Food ServicesApr 2018 to Jul 2020
- Sonic Drive-inApr 2018 to Jul 2020
- Little CaesarsDec 2016 to Apr 2018
- StudentJun 2014 to Dec 2016
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
$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
- 7987606
- Firm CRD
- 104555