Connor Post (CRD# 7844178) is an Investment Advisor Representative working at Equitable Advisors, LLC in Middletown, NY and has 1 year of experience in the finance industry.
CRD# 1255649
Primerica Advisors
CRD# 3138632
Windward Capital Management LLC
CRD# 5727035
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Equitable Advisors, LLC | New York, NY | Dec 2023 - Current | < 1 |
| Pennings Cidery | Warwick, NY | Aug 2023 - Current | < 1 |
| Feast @ Round Hill | Washington, NY | Aug 2023 - Oct 2023 | < 1 |
| Unemployed | Slate Hill, NY | Jan 2023 - Jul 2023 | < 1 |
| Salve Regina University | Newport, RI | Sep 2017 - Dec 2022 | 5 |
| Gurneys Resorts & Marina | Newport, RI | Mar 2021 - Sep 2022 | 1 |
| Newport Boys And Girls Club | Newport, RI | Feb 2021 - Apr 2021 | < 1 |
| Field Of Dreams Preschool | Slate Hill, NY | Jun 2017 - Sep 2020 | 3 |
| John S. Burke High School | Goshen, NY | Sep 2015 - Sep 2017 | 2 |
| Unemployed | Slate Hill, NY | Jul 2015 - Aug 2015 | < 1 |
| Minisink Valley High School | Slate Hill, NY | Sep 2013 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2024 |
- NY
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Total Assets Under Management29,776MILLIONS
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Total Number of Accounts79,686ACCOUNTS
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Average Account Value$373,668
- 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
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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