Conor Casey (CRD# 1777471) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in East Aurora, NY and has over 36 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4690465
Key Investment Services LLC
CRD# 1604730
Lytle Investments
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lasalle St. Securities, LLC | Elmhurst, IL | Jan 2006 - Current | 18 |
| Mcdonald Investments Inc. | West Seneca, NY | May 1999 - Current | 24 |
| Goldome Agency | Buffalo, NY | Nov 1986 - Current | 37 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1988 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2022 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
- NY
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Total Assets Under Management3,475MILLIONS
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Total Number of Accounts10,422ACCOUNTS
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Average Account Value$333,432
- A percentage of assets under your management
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