Kristy Connor, financial advisor Mount Laurel NJ

Kristy Connor

CRD Number: 7005831
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kristy Connor (CRD# 7005831) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Mount Laurel, NJ and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Bank Of America, N.a. Mount Laurel, NJ May 2019 - Current 3
Merrill Lynch, Pierce, Fenner & Smith Incorporated Mount Laurel, NJ Aug 2018 - Current 4
Permafloor LLC Southampton, NJ Jan 2018 - Jul 2018 < 1
Braddock's Tavern Medford, NJ Jun 2014 - Dec 2017 3
Cafe Madison Riverside, NJ Jul 2017 - Sep 2017 < 1
Source4teachers Cherry Hill, NJ Oct 2016 - Jul 2017 < 1
Lenape Regional High School District Shamong, NJ Dec 2013 - Jun 2017 3
Olson Middle School Tabernacle, NJ Nov 2016 - Mar 2017 < 1
University Of Delaware Newark, DE Aug 2011 - Dec 2014 3
Chipotle Mexican Grille Marlton, NJ May 2013 - Aug 2013 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Kristy R. Connor
Phone Number: 800-637-7455
Registered State(s):
  • NJ
  • TX
By the Numbers
  • Total Assets Under Management
    1,283,838
    MILLIONS
  • Total Number of Accounts
    2,825,602
    ACCOUNTS
  • Average Account Value
    $454,359
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • 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, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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