Conor Peterson, financial advisor Greenwich CT

Conor Peterson

CRD Number: 6599852
Current Firm: Raymond James & Associates, Inc.

Conor Peterson (CRD# 6599852) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Greenwich, CT and has over 3 years of experience in the finance industry.

Similar Advisors
Eric Bloom, financial advisor Greenwich CT
Eric M. Bloom
CRD# 2708116
Park Avenue Securities LLC
Similar Advisors
Alexander Bass, financial advisor Greenwich CT
Alexander Bass
CRD# 4846117
Hightower Advisors, LLC
Similar Advisors
Cole Aaronson, financial advisor Greenwich CT
Cole E. Aaronson
CRD# 6381165
A.g.p / Alliance Global Partners
Company Name Location Dates Years
Raymond James & Associates Greenwich, CT Jan 2018 - Current 3
Mountain West Environments Steamboat Springs, CO May 2017 - Oct 2017 < 1
Steamboat Ski & Resort Corporation Steamboat Springs, CO Nov 2016 - Apr 2017 < 1
Axa Advisors, LLC New York, NY Jul 2016 - Oct 2016 < 1
Unemployed Fairfeild, CT Sep 2015 - Jul 2016 < 1
Hooked On Fishing Charters Norwalk, CT May 2013 - Aug 2015 2
Pequot Yacht Club Southport, CT May 2011 - Aug 2015 4
South Benson Outfitters Fairfield, CT Apr 2009 - Sep 2012 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2018
Contact Info for Conor Peterson
Phone Number: 727-567-1000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    242,536
    MILLIONS
  • Total Number of Accounts
    758,159
    ACCOUNTS
  • Average Account Value
    $319,901
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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

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.