Connor Patterson
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 LLCOct 2025 to now
- Fidelity InvestmentsJun 2025 to now
- Coordinated InsuranceMar 2025 to Jun 2025
- Fbl Marketing Services, LLCJan 2025 to Apr 2025
- Fbl Financial GroupDec 2024 to Apr 2025
- Globe Life Family Heritage DivisionMay 2024 to Dec 2024
- Capital EnergyJun 2023 to May 2024
- Glacier Hospitality LLCOct 2020 to Jun 2023
- Western States Lodging and ManagementFeb 2019 to Oct 2020
- Glacier Hospitality LLCJun 2018 to Feb 2019
- Marcos PizzaJul 2017 to Jun 2018
- Frontier CommunicationsMay 2016 to Jul 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8028834
- Firm CRD
- 104555