Conor CaseyCRD Number: 1777471
Current Firm: Lasalle St. Investment Advisors, LLC
Conor Casey (CRD# 1777471) is an Investment Advisor Representative working at Lasalle St. Investment Advisors, LLC in East Aurora, NY and has over 34 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Wells Fargo Clearing Services, LLC
Lpl Financial LLC
|Lasalle St. Securities, LLC||Elmhurst, IL||Jan 2006 - Current||16|
|Mcdonald Investments Inc.||West Seneca, NY||May 1999 - Current||23|
|Goldome Agency||Buffalo, NY||Nov 1986 - Current||35|
|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, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management2,948MILLIONS
Total Number of Accounts7,704ACCOUNTS
Average Account Value$382,609
- 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
AL, AR, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WV
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