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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+)
CV

Connor Vincent-William Ginley

Illinois·CRD #6768141
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
9 yrs
States
1
Exams
4
Since
2017
Est. fee
AUM / Flat Fee
View profile
CW

Connor Wade Kohlhase

California·CRD #7595396
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
CW

Connor Walton

California·CRD #7148207
Dual-registered

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

Experience
5 yrs
States
2
Exams
3
Since
2021
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Connor William Kellermyer

Montana·CRD #7634405
Dual-registered

Dual-registered at OSAIC WEALTH, INC.

Experience
3 yrs
States
1
Exams
4
Since
2023
Est. fee
AUM / Hourly / Flat Fee
Minimum
$6k
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CW

Connor William Lowther

Florida·CRD #6768463
Dual-registered

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

Experience
9 yrs
States
2
Exams
3
Since
2017
Est. fee
AUM / Commission / Flat Fee
View profile
CW

Connor William Pearl

Texas·CRD #7921047
IA Rep

Investment Adviser Rep at BEACON POINTE ADVISORS, LLC

Experience
2 yrs
States
1
Exams
1
Since
2024
Est. fee
AUM / Hourly / Flat Fee / Performance-based
Minimum
$1.0M
View profile
CW

Connor Williams Castellano

Louisiana·CRD #6569751
Dual-registered

Dual-registered at CASTELLANO & ASSOCIATES

Experience
11 yrs
States
2
Exams
6
Since
2015
Fee
AUM / Hourly / Flat Fee
Minimum
$100k
View profile
CA

Conor A Mullan

Minnesota·CRD #6408916
Dual-registered

Dual-registered at RBC CAPITAL MARKETS, LLC

Experience
8 yrs
States
1
Exams
5
Since
2018
Est. fee
AUM / Flat Fee
View profile
CA

Conor Aten

New Hampshire·CRD #6354915
Dual-registered

Dual-registered at EQUITABLE ADVISORS, LLC

Experience
6 yrs
States
1
Exams
4
Since
2020
Est. fee
AUM / Hourly / Flat Fee
View profile
CB

Conor Blair Sullivan

California·CRD #6260719
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
CE

Conor E Reeves

Connecticut·CRD #6141041
Dual-registered

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

Experience
13 yrs
States
3
Exams
3
Since
2013
Est. fee
AUM / Commission / Flat Fee
View profile
CF

Conor Fitzgerald McGee

Florida·CRD #6443917
Dual-registered

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

Experience
6 yrs
States
2
Exams
3
Since
2020
Est. fee
AUM / Commission / Flat Fee
View profile
CF

Conor F.p. Boyd

Connecticut·CRD #4694796
Dual-registered

Dual-registered at ESI FINANCIAL ADVISORS

Experience
23 yrs
States
2
Exams
7
Since
2003
Est. fee
AUM / Commission / Hourly / Flat Fee
Minimum
$10k
View profile
CF

Conor Francis O'Malley

Pennsylvania·CRD #7700536
IA Rep

Investment Adviser Rep at MCADAM LLC

Experience
3 yrs
States
2
Exams
1
Since
2023
Est. fee
AUM / Flat Fee
View profile
CH

Conor Harrington Watson

New Jersey·CRD #7774620
Dual-registered

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

Experience
3 yrs
States
2
Exams
3
Since
2023
Est. fee
AUM / Commission / Flat Fee
View profile
CJ

Conor Jonathan Renn

Texas·CRD #7664383
IA Rep

Investment Adviser Rep at WBH ADVISORY, INC.

Experience
4 yrs
States
1
Exams
1
Since
2022
Est. fee
AUM / Hourly / Flat Fee
View profile
CJ

Conor Joseph Flanagan

Ohio·CRD #4524887
Dual-registered

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

Experience
23 yrs
States
2
Exams
5
Since
2003
Est. fee
AUM / Commission / Flat Fee
View profile
CK

Conor Kennedy

Rhode Island·CRD #7946426
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
CK

Conor Kohl Malone

Pennsylvania·CRD #6048904
Dual-registered

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

Experience
14 yrs
States
2
Exams
3
Since
2012
Est. fee
AUM / Commission / Flat Fee
View profile
CM

Conor Michael Mahlmann

N/A·CRD #6435510
Dual-registered

Dual-registered at SLP WEALTH

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

Conor Monigal

Illinois·CRD #6859507
Dual-registered

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

Experience
8 yrs
States
1
Exams
3
Since
2018
Est. fee
AUM / Commission / Flat Fee
View profile
CO

Conor O'Flanagan Newby

California·CRD #8135515
IA Rep

Investment Adviser Rep at IEQ CAPITAL, LLC

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

Conor Okeefe

Connecticut·CRD #5688814
Dual-registered

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

Experience
12 yrs
States
1
Exams
4
Since
2014
Est. fee
AUM / Commission / Flat Fee
View profile
CP

Conor Patrick McKenna

Florida·CRD #7869663
Dual-registered

Dual-registered at BCG SECURITIES, INC.

Experience
2 yrs
States
5
Exams
4
Since
2024
Est. fee
AUM / Commission / Flat Fee
Minimum
$25k
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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