Conor Casey, financial advisor East Aurora NY

Conor Casey

CRD 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.

Similar Advisors
Sally Abell, financial advisor East Aurora NY
Sally D. Abell
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
Morton Abramson, financial advisor East Aurora NY
Morton I. Abramson
CRD# 1049073
Wells Fargo Clearing Services, LLC
Similar Advisors
Thomas Abramson, financial advisor East Aurora NY
Thomas M. Abramson
CRD# 4690465
Lpl Financial LLC
Company Name Location Dates Years
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
Disclosure Information

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
Contact Info for Conor G. Casey
Phone Number: 630-600-0500
Registered State(s):
  • MA
  • NY
By the Numbers
  • Total Assets Under Management
    2,948
    MILLIONS
  • Total Number of Accounts
    7,704
    ACCOUNTS
  • Average Account Value
    $382,609
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

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.