Victory Capital Management
33yrs
Top 5% by experience at Victory Capital Management
2yrs
Connor Bechtel has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Sagamore Hills, Ohio. Connor joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.
One of 4 advisors with offices in Sagamore Hills, and one of 4 fiduciaries.
At a glance
Experience2 years (since 2025)
How that compares ?2 years in the industry
OfficeSagamore Hills, OH
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- Apr 2025 – nowStrategic Advisers LLCCurrent firm
Questions to ask Connor
Tailored to Connor’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Connor
How do I contact Connor?
Call Strategic Advisers at 617-563-7000 and ask for Connor Bechtel. Connor works from the Sagamore Hills, OH office.
How long has Connor been a financial advisor?
Connor has been in the industry since 2025, about 2 years. 2 years in the industry.
What licenses does Connor hold?
Series 66. Tap any license on this page to see what it allows.
Is Connor a fiduciary?
Connor is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Connor paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Connor for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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