Connor Lacz
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 LLCJan 2026 to now
- Fidelity InvestmentsAug 2025 to now
- Blowing Rock Country ClubJun 2025 to Jul 2025
- Town Tavern Blowing RockFeb 2024 to Jun 2025
- Appalachian State UAug 2023 to Feb 2024
- Greensboro Country ClubMay 2023 to Aug 2023
- Appalachain State UAug 2022 to May 2023
- Greensboro Country ClubMay 2022 to Aug 2022
- Appalachian State UAug 2021 to May 2022
- Evershine CarwashJun 2021 to Aug 2021
- Chipotle Mexican GrillAug 2020 to Jun 2021
- Greensboro Ice HouseJun 2020 to Aug 2020
- Page High SchoolAug 2019 to Jun 2020
- Greensboro Ice HouseJun 2019 to Aug 2019
- Piedmont ClassicalAug 2015 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 8152130
- Firm CRD
- 104555