Connor Wilson
Investment adviser representative at Strategic Advisers LLC
10 yearsExperience
1 stateRegistered in
$1.4TFirm assets
49 yearsFirm in business
Are you Connor Wilson? Claim your profile
Contact this firm
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 LLCMar 2026 to now
- Fidelity InvestmentsJan 2025 to now
- Texas A&m Transportation InstituteSep 2022 to Dec 2024
- UnemployedAug 2022 to Sep 2022
- Best BuyApr 2022 to Aug 2022
- City of AustinMar 2022 to Apr 2022
- UnemployedDec 2021 to Mar 2022
- Radiation Detection CompanyMay 2021 to Dec 2021
- Rack Room ShoesAug 2020 to May 2021
- Radiation Detection CompanyJun 2018 to Aug 2018
- Pizza HutApr 2018 to Aug 2020
- East View High SchoolAug 2016 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8036618
- Firm CRD
- 104555