Conor WolcheskyCRD Number: 6253601
Current Firm: Steward Partners Investment Advisory, LLC
Conor Wolchesky (CRD# 6253601) is an Investment Advisor Representative working at Steward Partners Investment Advisory, LLC in Bethesda, MD and has over 7 years of experience in the finance industry. Conor Wolchesky has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
David Wealth Management, LLC
Equitable Advisors, LLC
Reframe Wealth, LLC
|Steward Partners Investment Solutions, LLC||Bethesda, MD||May 2022 - Current||1|
|Steward Partners Investment Advisory, LLC||Bethesda, MD||Jan 2016 - Current||7|
|Steward Partners Global Advisory||Bethesda, MD||Mar 2015 - Current||8|
|Raymond James Financial Services||Bethesda, MD||Mar 2015 - May 2022||7|
|Philleo & Ialeggio Wealth Strategies||Bethesda, MD||Mar 2015 - Dec 2017||2|
|Morgan Stanley Smith Barney||Bethesda, MD||Aug 2013 - Mar 2015||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2016|
Total Assets Under Management12,169MILLIONS
Total Number of Accounts27,637ACCOUNTS
Average Account Value$440,314
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.