MO
Mackenzie L. O'connor
STRATEGIC ADVISERS LLC
CLEVELAND, OH
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CRD#: 7793059
MO
Professional summary
Mackenzie Lynn O'connor, who also goes by Mackenzie L O'connor, Mackenzie O'connor, Mackenzie Lynn Oconnor, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Cleveland, Ohio and FIDELITY BROKERAGE SERVICES LLC located in Westlake, Ohio.
Mackenzie is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2023. Mackenzie has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Mackenzie L O'connor | Mackenzie O'connor | Mackenzie Lynn Oconnor
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-118665|OrgNmn:Gilmour Academy|Org Addr:Gates Mill,Ohio,US|OBA Nature:Coaching JV Volleyball|Invst Rel:N|Title:Head Coach Junior Varisty Volleyb|Duties:Coach JV Volleyball|StrtDt:06-25-25|TotHrs/mon:12|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Mackenzie Lynn O'connor'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®
NoneExperience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1800 Crocker Road, Westlake, OH 44145RIA
CRD#: 104555
CLEVELAND, OH
Current
May 3, 2024 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1800 Crocker Road, Westlake, OH 44145BD
CRD#: 7784
Westlake, OH
Past
May 8, 2024 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WESTLAKE, OH
Past
February 15, 2024 - April 17, 2024
NORTHCOAST RESEARCH PARTNERS, LLC
RIA
CRD#: 149109
Cleveland, OH
Past
November 30, 2023 - April 17, 2024
NORTHCOAST RESEARCH PARTNERS, LLC
BD
CRD#: 149109
Cleveland, OH
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
Arizona(1/4/2025)
RR
California(1/4/2025)
RR
Colorado(1/4/2025)
RR
Connecticut(1/4/2025)
RR
Florida(9/5/2024)
RR
Georgia(6/4/2025)
RR
Illinois(1/4/2025)
RR
Maine(1/4/2025)
RR
Maryland(1/4/2025)
RR
Michigan(9/5/2024)
RR
Nevada(1/4/2025)
RR
New Jersey(1/4/2025)
RR
New York(1/4/2025)
RR
North Carolina(1/4/2025)
RR
Ohio(5/3/2024)
IAR
Ohio(3/31/2025)
RR
Pennsylvania(9/5/2024)
RR
South Carolina(1/4/2025)
RR
Tennessee(1/4/2025)
RR
Texas(1/4/2025)
IAR
Texas(10/10/2025)
RR
Vermont(1/4/2025)
RR
West Virginia(9/5/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 11/30/2023
General Securities Representative ExaminationGeneral 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.
