Connor E. Bechtel
Investment adviser representative at Strategic Advisers LLC
12 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
12 years in the industry.
- Strategic Advisers LLCApr 2025 to now
- Fidelity InvestmentsJan 2025 to now
- Miami UniversitySep 2024 to Dec 2024
- Fidelity InvestmentsJun 2024 to Aug 2024
- Great Parks of Hamilton CountyApr 2024 to Dec 2024
- Miami UniversitySep 2023 to May 2024
- Catawba Island ClubJun 2023 to Aug 2023
- UpsDec 2022 to Jan 2023
- Miami UniversitySep 2022 to May 2023
- Catawba Island ClubJun 2022 to Aug 2022
- Miami UniversitySep 2021 to May 2022
- Catawba Island ClubJun 2021 to Aug 2021
- UnemployedSep 2020 to May 2021
- Catawba Island ClubJun 2020 to Aug 2020
- UnemployedSep 2019 to May 2020
- Catawba Island ClubJun 2019 to Aug 2019
- UnemployedSep 2018 to May 2019
- Bassett's MarketJun 2018 to Aug 2018
- UnemployedAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (OH, 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
- 8034616
- Firm CRD
- 104555