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Browse financial advisors

Compare investment adviser representatives and registered brokers by experience and registrations — compiled from public SEC and FINRA records.

Showing 24 advisors (page 2+)
CR

Connor Ryan Gray

Texas·CRD #7513049
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CR

Connor Ryan McGuire

California·CRD #8155117
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CR

Connor Ryan Schmok

Indiana·CRD #6975142
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
8 yrs
States
2
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
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CS

Connor Scott Nutt

Texas·CRD #7200414
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
6 yrs
States
1
Exams
5
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CS

Connor Scott Pierce

Pennsylvania·CRD #7971579
IA Rep

Investment Adviser Rep at SLP WEALTH

Experience
2 yrs
States
2
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee
View profile
CS

Connor Secora

New Jersey·CRD #7530878
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
4 yrs
States
3
Exams
3
Since
2022
Est. fee
AUM / Flat Fee
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CS

Connor Seedall

Washington·CRD #6418732
Dual-registered

Dual-registered at DAI WEALTH, LLC

Experience
9 yrs
States
1
Exams
3
Since
2017
Est. fee
AUM / Hourly / Flat Fee / Other
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CS

Connor Shea Flynn

Pennsylvania·CRD #7734992
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Connor Shevlin Cunningham

Texas·CRD #6232590
Dual-registered

Dual-registered at DIMENSIONAL FUND ADVISORS LP

Experience
12 yrs
States
1
Exams
3
Since
2014
Est. fee
AUM / Performance-based
Minimum
$250k
View profile
CS

Connor Simios

Illinois·CRD #8065313
IA Rep

Investment Adviser Rep at WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee / Other
View profile
CS

Connor Snook

North Carolina·CRD #6143735
Dual-registered

Dual-registered at ALLY INVEST ADVISORS

Experience
10 yrs
States
1
Exams
3
Since
2016
Fee
AUM
Minimum
$100k
View profile
CS

Connor S Shelton

Tennessee·CRD #7315144
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
4 yrs
States
2
Exams
3
Since
2022
Est. fee
AUM / Commission / Flat Fee
View profile
CS

Connor Stephen Mueller

Florida·CRD #7796310
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CS

Connor Steven Yong Buckle

California·CRD #7675068
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Flat Fee
View profile
CS

Connor Sullivan Hughes

California·CRD #8040852
IA Rep

Investment Adviser Rep at DIVERSIFIED PORTFOLIOS, INC.

Experience
1 yrs
States
3
Since
2025
Est. fee
AUM
Minimum
$1.0M
View profile
CT

Connor Tabeling Flach

Maryland·CRD #6689252
Dual-registered

Dual-registered at VERUS CAPITAL PARTNERS, LLC

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile
CT

Connor Takoda Ressa Smith

California·CRD #7910234
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
2
Exams
3
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CT

Connor Taylor

New Jersey·CRD #7946569
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
2 yrs
States
2
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
View profile
CT

Connor Thomas Ossorio

N/A·CRD #7928422
IA Rep

Investment Adviser Rep at ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

Experience
2 yrs
Exams
2
Est. fee
AUM / Flat Fee
View profile
CT

Connor Todd Ruth

Nebraska·CRD #7617294
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
View profile
CT

Connor Townsend

Massachusetts·CRD #6953504
Dual-registered

Dual-registered at EAGLE STRATEGIES LLC

Experience
8 yrs
States
3
Exams
5
Since
2018
Est. fee
AUM / Hourly / Flat Fee
View profile
CT

Connor T Ryan

Indiana·CRD #6210553
Dual-registered

Dual-registered at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Experience
12 yrs
States
2
Exams
3
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
CU

Connor Urdahl

Connecticut·CRD #7293028
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
5 yrs
States
1
Exams
5
Since
2021
Est. fee
AUM / Hourly / Flat Fee
View profile
CV

Connor Van Harris

Virginia·CRD #8110799
IA Rep

Investment Adviser Rep at BEACON HARBOR WEALTH ADVISORS

Experience
1 yrs
States
1
Exams
1
Since
2025
Est. fee
AUM / Hourly / Flat Fee
Minimum
$250k
View profile

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Disclaimer

This directory contains publicly available information from SEC IAPD (Investment Adviser Public Disclosure) and FINRA BrokerCheck. The information is provided for informational purposes only and does not constitute a recommendation or endorsement. Please conduct your own due diligence and consult with a qualified professional before making any investment decisions.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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