Connor Sturgess, financial advisor Bloomfield Hills MI

Connor Sturgess

CRD Number: 6895109
Current Firm: Raymond James Financial Services Advisors, Inc.

Connor Sturgess (CRD# 6895109) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Bloomfield Hills, MI and has 1 year of experience in the finance industry.

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Esi Financial Advisors
Company Name Location Dates Years
Raymond James Financial Services, Inc. Bloomfield Hills, MI Feb 2020 - Current < 1
Raymond James Financial Services Advisors, Inc. Bloomfield Hills, MI Feb 2020 - Current < 1
Oakland University Rochester, MI Aug 2018 - Current 2
Financial Indepencence, LLC Blomfield Hills, MI Jan 2018 - Current 2
Oakland University Rochester Hills, MI Aug 2016 - Current 4
Raymond James Financial Services, Inc. Bloomfield Hills, MI Jan 2019 - Feb 2020 1
Fsc Securities Bloomfield Hills, MI Sep 2018 - Jan 2019 < 1
Chipotle Mexican Grill Orion, MI Nov 2015 - Dec 2017 2
Lake Orion Community Schools Lake Orion, MI Sep 2003 - May 2016 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2020
Contact Info for Connor M. Sturgess
Phone Number: 727-567-3020
Registered State(s):
  • MI
By the Numbers
  • Total Assets Under Management
    117,643
    MILLIONS
  • Total Number of Accounts
    400,197
    ACCOUNTS
  • Average Account Value
    $293,964
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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