Connor A. Blakeman
STRATEGIC ADVISERS LLC | Vice President, Financial Consultant
CASTLE PINES, CO
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CRD#: 6505089
Professional summary
Connor Austin Blakeman, CFP®, who also goes by Connor Austin Blakeman, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Castle Pines, Colorado and FIDELITY BROKERAGE SERVICES LLC located in Denver, Colorado.
Connor is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2015. Connor has worked at 4 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Biography
I work with Individuals and families to create, implement and monitor financial plans. I believe everyone should have a financial plan that is easy to understand and an investment strategy that fits that plan. I come to work everyday to enhance my clients financial well being.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Connor Austin Blakeman
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
OBA-110950|OrgNmn:CAB Rentals LLC|Org Addr:Denver,Colorado,US|OBA Nature:LLC |Invst Rel:Y|Title:Partner|Duties:Passive Property Management|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Connor Austin Blakeman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
Education
University of Nevada
Bachelor of Business Administration - Marketing & Management
2016
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 101 University Blvd Suite 100 And 300, Denver, CO 80206-4631RIA
CRD#: 104555
CASTLE PINES, CO
Current
July 14, 2016 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 101 University Blvd Suite 100 220 And 300, Denver, CO, 80206-4631BD
CRD#: 7784
DENVER, CO
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
DENVER, CO
Past
June 29, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
DENVER, CO
Past
August 6, 2015 - August 21, 2015
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
LAS VEGAS, NV
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(5/10/2023)
RR
Arizona(1/3/2020)
RR
California(7/18/2017)
RR
Colorado(7/14/2016)
IAR
Colorado(3/31/2025)
RR
Connecticut(8/25/2025)
RR
Florida(10/22/2018)
RR
Georgia(1/4/2019)
RR
Hawaii(10/28/2024)
RR
Idaho(8/24/2020)
RR
Illinois(5/6/2022)
RR
Indiana(1/3/2020)
RR
Iowa(10/25/2021)
RR
Kansas(7/19/2024)
RR
Kentucky(10/9/2020)
RR
Maryland(1/4/2019)
RR
Massachusetts(5/19/2021)
RR
Michigan(1/4/2019)
RR
Minnesota(3/4/2022)
RR
Missouri(5/6/2022)
RR
Montana(7/8/2022)
RR
Nebraska(7/25/2016)
RR
Nevada(1/10/2023)
RR
New Hampshire(8/13/2021)
RR
New Jersey(1/3/2020)
RR
New Mexico(1/6/2017)
RR
New York(10/8/2021)
RR
North Carolina(9/9/2022)
RR
Ohio(2/15/2021)
RR
Oklahoma(6/4/2021)
RR
Oregon(1/3/2020)
RR
Pennsylvania(1/4/2019)
RR
Rhode Island(10/8/2021)
RR
South Carolina(8/25/2025)
RR
South Dakota(10/26/2022)
RR
Tennessee(9/29/2023)
RR
Texas(1/4/2019)
IAR
Texas(3/31/2025)
RR
Utah(7/25/2016)
RR
Virginia(5/19/2023)
RR
Washington(1/3/2020)
RR
West Virginia(3/1/2024)
RR
Wisconsin(2/14/2024)
RR
Wyoming(1/24/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Vice President, Financial ConsultantCRD#: 104555Castle Pines, COTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
