Connor Santry
Investment Adviser Representative at Transamerica Financial Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Connor Santry is an investment adviser representative with Transamerica Financial Advisors, LLC in So. Jordan, UT, where they have been registered since 2026, the year they entered the securities industry. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Utah.
Office
Advisors at this office: 24
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Utah
- Broker:
1 state or territory
Utah
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Transamerica Financial Advisors, LLCMay 2026 – no end date reportedSo. Jordan, UT
- World Financial Group Insurance AgencyMay 2026 – no end date reportedSouth Jordan, UT
- Managed Wealth FinancialMay 2026 – no end date reportedSoth Jordan, UT
- Bankers Life and Casualty CompanyOct 2025 – Jan 2026Murray, UT
- Assisted Living Locators West CTJan 2024 – no end date reportedGreenwich, CT
- Ap ConstructionMay 2023 – Sep 2023Stamford, CT
- Rick Stebbins Preformance TherapyAug 2022 – Jun 2023Greenwich, CT
- StudentSep 2018 – Jun 2022Hartford, CT
- StudentJan 2016 – Jul 2018Greenwich, CT
- UnemployedSep 2023 – Dec 2023Greenwich, CT
- UnemployedJan 2026 – May 2026Greenwich, CT
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Transamerica Financial Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$1B–$5B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 1,109
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Philadelphia, PA
- SEC file number:
- 801-38618
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 31, 2026
View full firm profileOther advisors at Transamerica Financial Advisors, LLC
Showing 12 of 1,109 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Connor Santry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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