Connor Koop
Investment adviser representative at Strategic Advisers LLC
11 yearsExperience
3 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
11 years in the industry.
- Strategic Advisers LLCJan 2026 to now
- Fidelity InvestmentsAug 2025 to now
- KelsieMay 2025 to Jun 2025
- Fritz BaumgartnerDec 2024 to Jul 2025
- Fidelity InvestmentsMay 2024 to Aug 2024
- NickJun 2021 to Jun 2022
- Mark GreenblattMay 2021 to Nov 2024
- Bake Rbarry BagelsMar 2021 to May 2024
- Jcc/ymcaJan 2019 to Mar 2021
- Shawn RobertsMar 2018 to Jun 2021
- Inverness Country ClubJan 2018 to Jan 2019
- UnemployedJan 2015 to Mar 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 3 states (KY, 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
- 8152263
- Firm CRD
- 104555