Connor Fanney, financial advisor Norfolk VA

Connor Fanney

CRD Number: 6352078
Current Firm: Wilbanks, Smith & Thomas Asset Management, LLC

Connor Fanney (CRD# 6352078) is an Investment Advisor Representative working at Wilbanks, Smith & Thomas Asset Management, LLC in Norfolk, VA and has over 5 years of experience in the finance industry.

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Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Wilbanks Smith And Thomas Asset Management, LLC Norfolk, VA Mar 2021 - Current 1
Cantor Fitzgerald & Co New York, NY Jul 2015 - Mar 2021 5
Merrill Lynch Washington Dc, DC Jun 2015 - Aug 2015 < 1
Boston Univeristy Boston, MA Aug 2011 - May 2015 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2016
S65 NASAA Investment Advisors Law Examination Dec 2021
Contact Info for Connor F. Fanney
Phone Number: 757-623-3676
Firm Website: http://www.wstcm.com
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    4,970
    MILLIONS
  • Total Number of Accounts
    4,804
    ACCOUNTS
  • Average Account Value
    $1,034,639
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IL, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, TN, TX, UT, VA, WA, WI, WV

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